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 7-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 | $45,759-100.0% | $94,993-100.0% | - |
| Participation rate | 0.0% | 55.8%-55.8pp | 73.9%-73.9pp | - |
| Annual return | -16.75% | 11.25%-28.0pp | 27.12%-43.9pp | - |
| Employer contribution / active EE | $0 | $520-100.0% | $2,603-100.0% | - |
| Participant deferral / active EE | $0 | $2,247-100.0% | $3,317-100.0% | - |
| Admin fee / account holder | $0 | $1,138-100.0% | $4,960-100.0% | - |