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 10-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 | $209,374-100.0% | $204,484-100.0% | $478,521-100.0% |
| Participation rate | 0.0% | 90.3%-90.3pp | 87.2%-87.2pp | 89.3%-89.3pp |
| Annual return | -13.89% | 0.62%-14.5pp | 1.17%-15.1pp | 101.52%-115.4pp |
| Employer contribution / active EE | $0 | $3,026-100.0% | $3,236-100.0% | $22,406-100.0% |
| Participant deferral / active EE | $0 | $10,567-100.0% | $9,535-100.0% | $7,699-100.0% |
| Admin fee / account holder | $0 | $3,921-100.0% | $4,140-100.0% | $12,578-100.0% |