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 8-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 | $30,379 | $104,106-70.8% | $71,086-57.3% | $135,375-77.6% |
| Participation rate | 100.0% | 65.7%+34.3pp | 54.7%+45.3pp | 82.6%+17.4pp |
| Annual return | -13.74% | 1256.30%-1270.0pp | 650.59%-664.3pp | 519.73%-533.5pp |
| Employer contribution / active EE | $3,923 | $1,485+164.2% | $1,088+260.7% | $4,779-17.9% |
| Participant deferral / active EE | $12,333 | $2,527+388.1% | $1,874+558.0% | $5,609+119.9% |
| Admin fee / account holder | $0 | $4,142-100.0% | $3,082-100.0% | $10,827-100.0% |