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 | $4,087 | $84,402-95.2% | $61,373-93.3% | $134,475-97.0% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -46.81% | 584.55%-631.4pp | 338.61%-385.4pp | 417.96%-464.8pp |
| Employer contribution / active EE | $1,144 | $1,544-25.9% | $1,159-1.3% | $4,740-75.9% |
| Participant deferral / active EE | $2,713 | $2,819-3.8% | $2,125+27.7% | $6,400-57.6% |
| Admin fee / account holder | $0 | $2,585-100.0% | $2,130-100.0% | $11,426-100.0% |