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 3-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 | $478,521-100.0% | $170,148-100.0% | $478,521-100.0% |
| Participation rate | 0.0% | 89.3%-89.3pp | 83.3%-83.3pp | 89.3%-89.3pp |
| Annual return | -56.77% | 101.52%-158.3pp | -15.63%-41.1pp | 101.52%-158.3pp |
| Employer contribution / active EE | $0 | $22,406-100.0% | $39,330-100.0% | $22,406-100.0% |
| Participant deferral / active EE | $0 | $7,699-100.0% | $5,444-100.0% | $7,699-100.0% |
| Admin fee / account holder | $0 | $12,578-100.0% | $21,191-100.0% | $12,578-100.0% |