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 7-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 | $12,879 | $99,159-87.0% | - | $167,490-92.3% |
| Participation rate | 100.0% | 69.9%+30.1pp | - | 82.1%+17.9pp |
| Annual return | 6.16% | 15.94%-9.8pp | - | 478.56%-472.4pp |
| Employer contribution / active EE | $6,549 | $3,061+113.9% | - | $4,837+35.4% |
| Participant deferral / active EE | $0 | $4,624-100.0% | - | $6,341-100.0% |
| Admin fee / account holder | $0 | $3,125-100.0% | - | $12,309-100.0% |