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 | $232,540-100.0% | $185,117-100.0% | $147,584-100.0% |
| Participation rate | 0.0% | 82.4%-82.4pp | 77.3%-77.3pp | 82.8%-82.8pp |
| Annual return | 5.61% | 43.03%-37.4pp | 40.50%-34.9pp | 578.55%-572.9pp |
| Employer contribution / active EE | $3,603 | $5,195-30.6% | $4,182-13.8% | $4,876-26.1% |
| Participant deferral / active EE | $10,424 | $5,834+78.7% | $5,045+106.6% | $5,439+91.7% |
| Admin fee / account holder | $0 | $10,275-100.0% | $8,159-100.0% | $10,885-100.0% |