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 8-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 | $58,188 | $99,032-41.2% | $80,019-27.3% | $135,375-57.0% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -37.98% | 15.39%-53.4pp | 11.22%-49.2pp | 519.73%-557.7pp |
| Employer contribution / active EE | $21,230 | $3,043+597.6% | $2,468+760.2% | $4,779+344.3% |
| Participant deferral / active EE | $9,795 | $4,282+128.7% | $3,686+165.7% | $5,609+74.6% |
| Admin fee / account holder | $0 | $10,436-100.0% | $6,521-100.0% | $10,827-100.0% |