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 | $77,424-100.0% | $69,182-100.0% | - |
| Participation rate | 0.0% | 26.2%-26.2pp | 55.1%-55.1pp | - |
| Annual return | -8.27% | -2.04%-6.2pp | -21.93%+13.7pp | - |
| Employer contribution / active EE | $0 | $421-100.0% | $1,206-100.0% | - |
| Participant deferral / active EE | $0 | $779-100.0% | $1,897-100.0% | - |
| Admin fee / account holder | $0 | $1,729-100.0% | $2,697-100.0% | - |