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 | $31,486 | $92,222-65.9% | $76,768-59.0% | $135,375-76.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -11.18% | 5.46%-16.6pp | 2.43%-13.6pp | 519.73%-530.9pp |
| Employer contribution / active EE | $1,878 | $3,216-41.6% | $2,485-24.5% | $4,779-60.7% |
| Participant deferral / active EE | $9,828 | $4,509+118.0% | $3,852+155.2% | $5,609+75.2% |
| Admin fee / account holder | $0 | $10,748-100.0% | $6,675-100.0% | $10,827-100.0% |