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 | $60,229-100.0% | $90,749-100.0% | - |
| Participation rate | 0.0% | 66.7%-66.7pp | 75.7%-75.7pp | - |
| Annual return | -41.71% | -8.37%-33.3pp | -12.16%-29.5pp | - |
| Employer contribution / active EE | $0 | $1,436-100.0% | $2,921-100.0% | - |
| Participant deferral / active EE | $0 | $3,579-100.0% | $4,564-100.0% | - |
| Admin fee / account holder | $0 | $2,834-100.0% | $8,445-100.0% | - |