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 | $96,232 | $75,828+26.9% | $67,652+42.2% | - |
| Participation rate | 0.0% | 68.4%-68.4pp | 75.7%-75.7pp | - |
| Annual return | -2.96% | -0.25%-2.7pp | 6625.04%-6628.0pp | - |
| Employer contribution / active EE | $0 | $1,407-100.0% | $2,266-100.0% | - |
| Participant deferral / active EE | $0 | $2,505-100.0% | $3,560-100.0% | - |
| Admin fee / account holder | $0 | $8,125-100.0% | $4,821-100.0% | - |