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 | $546,767-100.0% | - | $546,767-100.0% |
| Participation rate | 0.0% | 83.5%-83.5pp | - | 83.5%-83.5pp |
| Annual return | 0.01% | 10.35%-10.3pp | 11.49%-11.5pp | 10.35%-10.3pp |
| Employer contribution / active EE | $34,183 | $24,752+38.1% | $34,1830% | $24,752+38.1% |
| Participant deferral / active EE | $0 | $3,964-100.0% | - | $3,964-100.0% |
| Admin fee / account holder | $0 | $48,677-100.0% | - | $48,677-100.0% |