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 | $76,837 | $99,919-23.1% | - | $158,922-51.7% |
| Participation rate | 87.5% | 71.6%+15.9pp | - | 82.0%+5.5pp |
| Annual return | 0.06% | 35.31%-35.2pp | - | 302.83%-302.8pp |
| Employer contribution / active EE | $0 | $3,686-100.0% | - | $4,761-100.0% |
| Participant deferral / active EE | $0 | $4,771-100.0% | - | $5,982-100.0% |
| Admin fee / account holder | $0 | $2,820-100.0% | - | $11,246-100.0% |