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 | $53,516 | $63,346-15.5% | $92,233-42.0% | $70,131-23.7% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 0.24% | 530.12%-529.9pp | 176.28%-176.0pp | 73.14%-72.9pp |
| Employer contribution / active EE | $20,000 | $2,471+709.4% | $3,679+443.6% | $2,342+753.8% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $37 | $3,840-99.0% | $5,194-99.3% | $4,645-99.2% |