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 6-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 | $69,337-100.0% | $84,611-100.0% | - |
| Participation rate | 0.0% | 59.9%-59.9pp | 68.2%-68.2pp | - |
| Annual return | 6.57% | 20.76%-14.2pp | 258.74%-252.2pp | - |
| Employer contribution / active EE | $0 | $2,334-100.0% | $2,652-100.0% | - |
| Participant deferral / active EE | $0 | $3,055-100.0% | $3,899-100.0% | - |
| Admin fee / account holder | $0 | $6,559-100.0% | $4,912-100.0% | - |