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 8-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 | $45,648 | $227,611-79.9% | $115,037-60.3% | - |
| Participation rate | 0.0% | 70.4%-70.4pp | 81.4%-81.4pp | - |
| Annual return | -5.19% | -2.26%-2.9pp | 26.14%-31.3pp | - |
| Employer contribution / active EE | $0 | $2,567-100.0% | $4,608-100.0% | - |
| Participant deferral / active EE | $0 | $4,583-100.0% | $6,026-100.0% | - |
| Admin fee / account holder | $223 | $24,340-99.1% | $8,175-97.3% | - |