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 | $68,346-100.0% | $94,646-100.0% | $75,163-100.0% |
| Participation rate | 0.0% | 76.1%-76.1pp | 80.8%-80.8pp | 67.2%-67.2pp |
| Annual return | 13.25% | 616.93%-603.7pp | 156.71%-143.5pp | 160.62%-147.4pp |
| Employer contribution / active EE | $0 | $2,701-100.0% | $3,672-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $4,293 | $6,537-34.3% | $7,418-42.1% | $4,125+4.1% |
| Admin fee / account holder | $0 | $5,326-100.0% | $7,231-100.0% | $5,651-100.0% |