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 5-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 | $10,902 | $92,703-88.2% | $82,719-86.8% | $134,475-91.9% |
| Participation rate | 83.3% | 75.2%+8.1pp | 72.6%+10.8pp | 81.2%+2.1pp |
| Annual return | -150.11% | 944.92%-1095.0pp | 701.18%-851.3pp | 417.96%-568.1pp |
| Employer contribution / active EE | $1,620 | $3,274-50.5% | $3,009-46.1% | $4,740-65.8% |
| Participant deferral / active EE | $7,879 | $4,802+64.1% | $4,395+79.3% | $6,400+23.1% |
| Admin fee / account holder | $23 | $5,983-99.6% | $5,329-99.6% | $11,426-99.8% |