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 | $532,464-100.0% | - | $532,464-100.0% |
| Participation rate | 0.0% | 89.6%-89.6pp | - | 89.6%-89.6pp |
| Annual return | 0.04% | 10.38%-10.3pp | 10.94%-10.9pp | 10.38%-10.3pp |
| Employer contribution / active EE | $0 | $19,351-100.0% | $9,696-100.0% | $19,351-100.0% |
| Participant deferral / active EE | $11,500 | $11,136+3.3% | $18,000-36.1% | $11,136+3.3% |
| Admin fee / account holder | $0 | $14,894-100.0% | - | $14,894-100.0% |