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 | $44,142 | $175,036-74.8% | $89,340-50.6% | - |
| Participation rate | 0.0% | 60.2%-60.2pp | 69.6%-69.6pp | - |
| Annual return | 0.45% | 15.04%-14.6pp | 20.57%-20.1pp | - |
| Employer contribution / active EE | $0 | $1,949-100.0% | $2,231-100.0% | - |
| Participant deferral / active EE | $0 | $3,720-100.0% | $3,823-100.0% | - |
| Admin fee / account holder | $91 | $23,923-99.6% | $6,704-98.6% | - |