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 | $40,226 | $84,149-52.2% | $76,080-47.1% | $167,490-76.0% |
| Participation rate | 0.0% | 84.9%-84.9pp | 79.4%-79.4pp | 82.1%-82.1pp |
| Annual return | 4.08% | 54.99%-50.9pp | 42.50%-38.4pp | 478.56%-474.5pp |
| Employer contribution / active EE | $0 | $4,618-100.0% | $3,962-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $0 | $5,796-100.0% | $4,905-100.0% | $6,341-100.0% |
| Admin fee / account holder | $3 | $6,410-100.0% | $4,883-99.9% | $12,309-100.0% |