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 | $42,313 | $77,730-45.6% | $70,164-39.7% | $139,434-69.7% |
| Participation rate | 0.0% | 83.2%-83.2pp | 78.8%-78.8pp | 80.3%-80.3pp |
| Annual return | 3.85% | 18.98%-15.1pp | 18.87%-15.0pp | 372.94%-369.1pp |
| Employer contribution / active EE | $0 | $4,990-100.0% | $4,287-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $0 | $6,448-100.0% | $5,395-100.0% | $6,710-100.0% |
| Admin fee / account holder | $0 | $5,368-100.0% | $4,561-100.0% | $11,403-100.0% |