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 | $104,699-100.0% | $129,995-100.0% | - |
| Participation rate | 0.0% | 73.3%-73.3pp | 78.5%-78.5pp | - |
| Annual return | -4.78% | 12.02%-16.8pp | -137.18%+132.4pp | - |
| Employer contribution / active EE | $0 | $2,071-100.0% | $4,320-100.0% | - |
| Participant deferral / active EE | $0 | $4,216-100.0% | $5,820-100.0% | - |
| Admin fee / account holder | $0 | $5,899-100.0% | $10,614-100.0% | - |