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 | $144,511-100.0% | $67,502-100.0% | - |
| Participation rate | 0.0% | 69.6%-69.6pp | 72.9%-72.9pp | - |
| Annual return | -0.39% | 20.96%-21.4pp | 3512.12%-3512.5pp | - |
| Employer contribution / active EE | $0 | $2,331-100.0% | $2,731-100.0% | - |
| Participant deferral / active EE | $0 | $3,447-100.0% | $4,000-100.0% | - |
| Admin fee / account holder | $0 | $8,271-100.0% | $3,998-100.0% | - |