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 | $180,608 | $229,191-21.2% | $108,410+66.6% | - |
| Participation rate | 0.0% | 68.8%-68.8pp | 80.1%-80.1pp | - |
| Annual return | 4.04% | 12.30%-8.3pp | 905.27%-901.2pp | - |
| Employer contribution / active EE | $0 | $2,220-100.0% | $3,558-100.0% | - |
| Participant deferral / active EE | $0 | $3,745-100.0% | $6,563-100.0% | - |
| Admin fee / account holder | $0 | $25,423-100.0% | $7,295-100.0% | - |