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 | $176,947-75.1% | $91,541-51.8% | - |
| Participation rate | 0.0% | 61.8%-61.8pp | 69.8%-69.8pp | - |
| Annual return | 0.45% | 15.13%-14.7pp | 20.50%-20.1pp | - |
| Employer contribution / active EE | $0 | $2,196-100.0% | $2,505-100.0% | - |
| Participant deferral / active EE | $0 | $4,114-100.0% | $4,008-100.0% | - |
| Admin fee / account holder | $91 | $22,209-99.6% | $6,956-98.7% | - |