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 | $35,419 | $99,640-64.5% | $86,436-59.0% | $134,475-73.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -21.21% | 6782.58%-6803.8pp | 4394.89%-4416.1pp | 417.96%-439.2pp |
| Employer contribution / active EE | $2,796 | $4,400-36.5% | $3,769-25.8% | $4,740-41.0% |
| Participant deferral / active EE | $6,741 | $7,246-7.0% | $6,952-3.0% | $6,400+5.3% |
| Admin fee / account holder | $0 | $8,371-100.0% | $6,731-100.0% | $11,426-100.0% |