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 | $128,851 | $96,305+33.8% | $80,569+59.9% | $139,434-7.6% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | -3.28% | 1350.08%-1353.4pp | 935.43%-938.7pp | 372.94%-376.2pp |
| Employer contribution / active EE | $455 | $3,262-86.0% | $2,723-83.3% | $4,751-90.4% |
| Participant deferral / active EE | $3,260 | $5,232-37.7% | $4,447-26.7% | $6,710-51.4% |
| Admin fee / account holder | $0 | $6,599-100.0% | $5,377-100.0% | $11,403-100.0% |