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 6-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 | $6,406 | $149,040-95.7% | $120,225-94.7% | $137,256-95.3% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | -2.73% | 605.68%-608.4pp | 439.23%-442.0pp | 220.34%-223.1pp |
| Employer contribution / active EE | $687 | $4,350-84.2% | $3,475-80.2% | $4,156-83.5% |
| Participant deferral / active EE | $1,126 | $4,655-75.8% | $3,999-71.9% | $6,407-82.4% |
| Admin fee / account holder | $0 | $6,348-100.0% | $5,696-100.0% | $12,270-100.0% |