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 5-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 | $113,088 | $106,543+6.1% | $91,220+24.0% | $134,475-15.9% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -28.01% | 160.60%-188.6pp | 114.01%-142.0pp | 417.96%-446.0pp |
| Employer contribution / active EE | $9,764 | $3,331+193.2% | $2,850+242.6% | $4,740+106.0% |
| Participant deferral / active EE | $9,473 | $4,719+100.8% | $4,234+123.8% | $6,400+48.0% |
| Admin fee / account holder | $20 | $6,231-99.7% | $5,420-99.6% | $11,426-99.8% |