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 | $24,277 | $56,199-56.8% | $67,652-64.1% | $59,632-59.3% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | -12.61% | 18505.31%-18517.9pp | 6625.04%-6637.7pp | 2041.28%-2053.9pp |
| Employer contribution / active EE | $334 | $1,614-79.3% | $2,266-85.2% | $2,203-84.8% |
| Participant deferral / active EE | $0 | $2,844-100.0% | $3,560-100.0% | $3,192-100.0% |
| Admin fee / account holder | $260 | $3,958-93.4% | $4,821-94.6% | $4,297-94.0% |