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 | $229,191-100.0% | $76,080-100.0% | - |
| Participation rate | 0.0% | 68.8%-68.8pp | 79.4%-79.4pp | - |
| Annual return | 2.80% | 12.30%-9.5pp | 42.50%-39.7pp | - |
| Employer contribution / active EE | $0 | $2,220-100.0% | $3,962-100.0% | - |
| Participant deferral / active EE | $0 | $3,745-100.0% | $4,905-100.0% | - |
| Admin fee / account holder | $0 | $25,423-100.0% | $4,883-100.0% | - |