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 | $51,355-100.0% | $90,951-100.0% | - |
| Participation rate | 0.0% | 56.3%-56.3pp | 69.0%-69.0pp | - |
| Annual return | -2.04% | 22.61%-24.7pp | 134.60%-136.6pp | - |
| Employer contribution / active EE | $0 | $901-100.0% | $2,122-100.0% | - |
| Participant deferral / active EE | $0 | $2,212-100.0% | $3,373-100.0% | - |
| Admin fee / account holder | $0 | $7,937-100.0% | $5,959-100.0% | - |