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 | $83,477-100.0% | $125,175-100.0% | $72,985-100.0% |
| Participation rate | 0.0% | 73.3%-73.3pp | 79.8%-79.8pp | 69.5%-69.5pp |
| Annual return | 13.94% | 25.78%-11.8pp | 43.79%-29.8pp | 81.00%-67.1pp |
| Employer contribution / active EE | $3,322 | $2,345+41.7% | $3,865-14.1% | $2,440+36.2% |
| Participant deferral / active EE | $3,999 | $3,585+11.5% | $4,937-19.0% | $3,607+10.9% |
| Admin fee / account holder | $0 | $5,517-100.0% | $9,702-100.0% | $5,124-100.0% |