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 | $33,869 | $138,044-75.5% | $125,339-73.0% | $134,475-74.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -31.79% | 750.33%-782.1pp | 572.05%-603.8pp | 417.96%-449.8pp |
| Employer contribution / active EE | $11,164 | $5,243+112.9% | $4,814+131.9% | $4,740+135.5% |
| Participant deferral / active EE | $9,703 | $7,799+24.4% | $7,446+30.3% | $6,400+51.6% |
| Admin fee / account holder | $117 | $11,571-99.0% | $10,010-98.8% | $11,426-99.0% |