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 | $58,773-100.0% | $383,300-100.0% | $58,773-100.0% |
| Participation rate | 0.0% | 64.8%-64.8pp | 87.5%-87.5pp | 64.8%-64.8pp |
| Annual return | -9.27% | -8.84%-0.4pp | -2.73%-6.5pp | -8.84%-0.4pp |
| Employer contribution / active EE | $2,051 | $2,445-16.1% | $11,551-82.2% | $2,445-16.1% |
| Participant deferral / active EE | $0 | $2,952-100.0% | $9,404-100.0% | $2,952-100.0% |
| Admin fee / account holder | $0 | $6,755-100.0% | $6,549-100.0% | $6,755-100.0% |