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 | $0 | $175,036-100.0% | $160,784-100.0% | - |
| Participation rate | 0.0% | 60.2%-60.2pp | 77.0%-77.0pp | - |
| Annual return | 2.25% | 15.04%-12.8pp | 1803.92%-1801.7pp | - |
| Employer contribution / active EE | $0 | $1,949-100.0% | $3,733-100.0% | - |
| Participant deferral / active EE | $0 | $3,720-100.0% | $6,293-100.0% | - |
| Admin fee / account holder | $0 | $23,923-100.0% | $9,717-100.0% | - |