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 | $32,097 | $88,751-63.8% | $81,812-60.8% | $145,922-78.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | -6.06% | 1025.40%-1031.5pp | 773.79%-779.8pp | 561.29%-567.3pp |
| Employer contribution / active EE | $2,290 | $3,083-25.7% | $2,912-21.4% | $4,660-50.8% |
| Participant deferral / active EE | $0 | $4,643-100.0% | $4,319-100.0% | $6,688-100.0% |
| Admin fee / account holder | $262 | $8,415-96.9% | $7,386-96.5% | $13,397-98.0% |