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 | $0 | $207,366-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 90.7%-90.7pp | - |
| Annual return | -14.89% | -10.87%-4.0pp | -19.23%+4.3pp | - |
| Employer contribution / active EE | $0 | $0 | $52,658-100.0% | - |
| Participant deferral / active EE | $0 | $0 | $2,696-100.0% | - |
| Admin fee / account holder | $0 | $0 | $3,748-100.0% | - |