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 8-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 | $177,686 | $45,833+287.7% | $62,995+182.1% | - |
| Participation rate | 0.0% | 71.6%-71.6pp | 74.8%-74.8pp | - |
| Annual return | 5.31% | 9.16%-3.9pp | 87.57%-82.3pp | - |
| Employer contribution / active EE | $0 | $2,232-100.0% | $2,759-100.0% | - |
| Participant deferral / active EE | $0 | $1,887-100.0% | $3,329-100.0% | - |
| Admin fee / account holder | $0 | $3,306-100.0% | $3,600-100.0% | - |