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 | $53,516-100.0% | $126,539-100.0% | $84,808-100.0% |
| Participation rate | 0.0% | 58.2%-58.2pp | 69.8%-69.8pp | 68.3%-68.3pp |
| Annual return | 11.54% | 58.34%-46.8pp | 425.95%-414.4pp | 40.90%-29.4pp |
| Employer contribution / active EE | $3,418 | $1,535+122.7% | $3,674-7.0% | $2,631+29.9% |
| Participant deferral / active EE | $4,553 | $2,671+70.5% | $4,083+11.5% | $4,212+8.1% |
| Admin fee / account holder | $0 | $4,497-100.0% | $6,065-100.0% | $7,344-100.0% |