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 9-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 | $38,821 | $97,757-60.3% | $83,848-53.7% | $135,375-71.3% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -9.77% | 1287.37%-1297.1pp | 850.88%-860.6pp | 519.73%-529.5pp |
| Employer contribution / active EE | $8,333 | $4,222+97.4% | $3,631+129.5% | $4,779+74.4% |
| Participant deferral / active EE | $10,301 | $4,682+120.0% | $4,082+152.4% | $5,609+83.7% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,478-100.0% | $10,827-100.0% |