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 9-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 | $75,318 | $90,600-16.9% | $79,464-5.2% | $135,375-44.4% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -9.99% | 977.43%-987.4pp | 718.14%-728.1pp | 519.73%-529.7pp |
| Employer contribution / active EE | $22,275 | $3,068+626.1% | $2,800+695.4% | $4,779+366.1% |
| Participant deferral / active EE | $14,130 | $4,050+248.9% | $3,704+281.5% | $5,609+151.9% |
| Admin fee / account holder | $59 | $5,907-99.0% | $5,113-98.8% | $10,827-99.5% |