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 | $73,710-100.0% | $98,439-100.0% | - |
| Participation rate | 0.0% | 64.9%-64.9pp | 75.2%-75.2pp | - |
| Annual return | 4.93% | 11.66%-6.7pp | 21.16%-16.2pp | - |
| Employer contribution / active EE | $0 | $2,125-100.0% | $3,048-100.0% | - |
| Participant deferral / active EE | $0 | $4,019-100.0% | $4,738-100.0% | - |
| Admin fee / account holder | $0 | $12,790-100.0% | $8,948-100.0% | - |