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 | $35,515 | $90,600-60.8% | $79,464-55.3% | $135,375-73.8% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -12.85% | 977.43%-990.3pp | 718.14%-731.0pp | 519.73%-532.6pp |
| Employer contribution / active EE | $427 | $3,068-86.1% | $2,800-84.7% | $4,779-91.1% |
| Participant deferral / active EE | $4,761 | $4,050+17.5% | $3,704+28.5% | $5,609-15.1% |
| Admin fee / account holder | $210 | $5,907-96.4% | $5,113-95.9% | $10,827-98.1% |