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 | $195,530 | $76,659+155.1% | $64,105+205.0% | - |
| Participation rate | 0.0% | 58.6%-58.6pp | 68.2%-68.2pp | - |
| Annual return | -3.78% | -9.24%+5.5pp | 791.24%-795.0pp | - |
| Employer contribution / active EE | $0 | $711-100.0% | $1,820-100.0% | - |
| Participant deferral / active EE | $0 | $2,144-100.0% | $2,822-100.0% | - |
| Admin fee / account holder | $0 | $5,491-100.0% | $4,499-100.0% | - |