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 9-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 | $163,676-100.0% | $117,472-100.0% | - |
| Participation rate | 0.0% | 66.2%-66.2pp | 70.6%-70.6pp | - |
| Annual return | -19.01% | -11.88%-7.1pp | 29.74%-48.7pp | - |
| Employer contribution / active EE | $0 | $2,304-100.0% | $4,176-100.0% | - |
| Participant deferral / active EE | $0 | $3,975-100.0% | $4,070-100.0% | - |
| Admin fee / account holder | $0 | $34,290-100.0% | $5,645-100.0% | - |