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 | $197,263-100.0% | $99,443-100.0% | - |
| Participation rate | 0.0% | 67.9%-67.9pp | 73.8%-73.8pp | - |
| Annual return | 2.07% | 16.18%-14.1pp | 30.72%-28.7pp | - |
| Employer contribution / active EE | $0 | $1,949-100.0% | $2,540-100.0% | - |
| Participant deferral / active EE | $0 | $3,315-100.0% | $3,619-100.0% | - |
| Admin fee / account holder | $0 | $14,091-100.0% | $6,250-100.0% | - |