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 4-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 | $180,101-100.0% | $94,646-100.0% | - |
| Participation rate | 0.0% | 65.2%-65.2pp | 80.8%-80.8pp | - |
| Annual return | 1.58% | 26.55%-25.0pp | 156.71%-155.1pp | - |
| Employer contribution / active EE | $0 | $2,353-100.0% | $3,672-100.0% | - |
| Participant deferral / active EE | $0 | $4,104-100.0% | $7,418-100.0% | - |
| Admin fee / account holder | $0 | $23,406-100.0% | $7,231-100.0% | - |