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 9-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 | $75,260 | $105,998-29.0% | $92,233-18.4% | $147,584-49.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | -0.20% | 50.05%-50.2pp | 176.28%-176.5pp | 578.55%-578.7pp |
| Employer contribution / active EE | $1,702 | $4,333-60.7% | $3,679-53.8% | $4,876-65.1% |
| Participant deferral / active EE | $1,875 | $4,478-58.1% | $3,897-51.9% | $5,439-65.5% |
| Admin fee / account holder | $150 | $6,332-97.6% | $5,194-97.1% | $10,885-98.6% |