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 | $99,341-100.0% | $84,750-100.0% | $273,961-100.0% |
| Participation rate | 0.0% | 80.7%-80.7pp | 76.6%-76.6pp | 83.0%-83.0pp |
| Annual return | 0.15% | 22.93%-22.8pp | 22.78%-22.6pp | 41.45%-41.3pp |
| Employer contribution / active EE | $2,083 | $4,214-50.6% | $3,574-41.7% | $4,869-57.2% |
| Participant deferral / active EE | $3,497 | $4,269-18.1% | $3,712-5.8% | $5,287-33.9% |
| Admin fee / account holder | $0 | $6,644-100.0% | $5,332-100.0% | $10,132-100.0% |