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 7-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 | $37,270 | $138,044-73.0% | $125,339-70.3% | $134,475-72.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -21.40% | 750.33%-771.7pp | 572.05%-593.5pp | 417.96%-439.4pp |
| Employer contribution / active EE | $3,442 | $5,243-34.3% | $4,814-28.5% | $4,740-27.4% |
| Participant deferral / active EE | $7,293 | $7,799-6.5% | $7,446-2.1% | $6,400+14.0% |
| Admin fee / account holder | $44 | $11,571-99.6% | $10,010-99.6% | $11,426-99.6% |