See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 3-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $186,002-100.0% | $186,002-100.0% | $350,135-100.0% |
| Participation rate | 0.0% | 71.9%-71.9pp | 71.9%-71.9pp | 79.0%-79.0pp |
| Annual return | -0.90% | 14.60%-15.5pp | 11.51%-12.4pp | 11.86%-12.8pp |
| Employer contribution / active EE | $20,750 | $12,809+62.0% | $12,809+62.0% | $12,925+60.5% |
| Participant deferral / active EE | $28,000 | $6,435+335.1% | $6,435+335.1% | $4,976+462.7% |
| Admin fee / account holder | $0 | $9,546-100.0% | $9,546-100.0% | $23,717-100.0% |