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 | $81,547 | $22,126+268.6% | - | $80,856+0.9% |
| Participation rate | 100.0% | 45.9%+54.1pp | - | 67.6%+32.4pp |
| Annual return | 5.14% | 12.16%-7.0pp | - | 35.59%-30.5pp |
| Employer contribution / active EE | $7,382 | $1,227+501.6% | - | $2,755+168.0% |
| Participant deferral / active EE | $0 | $1,384-100.0% | - | $4,296-100.0% |
| Admin fee / account holder | $0 | $1,828-100.0% | - | $6,918-100.0% |