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 10-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 | $209,336-100.0% | $197,124-100.0% | $137,256-100.0% |
| Participation rate | 0.0% | 87.3%-87.3pp | 86.7%-86.7pp | 80.0%-80.0pp |
| Annual return | 9.52% | 48.09%-38.6pp | 44.34%-34.8pp | 220.34%-210.8pp |
| Employer contribution / active EE | $1,532 | $6,591-76.8% | $6,227-75.4% | $4,156-63.1% |
| Participant deferral / active EE | $3,747 | $9,614-61.0% | $9,135-59.0% | $6,407-41.5% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |