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 7-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 | $21,625 | $99,640-78.3% | $86,436-75.0% | $134,475-83.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -23.58% | 6782.58%-6806.2pp | 4394.89%-4418.5pp | 417.96%-441.5pp |
| Employer contribution / active EE | $6,178 | $4,400+40.4% | $3,769+63.9% | $4,740+30.3% |
| Participant deferral / active EE | $9,692 | $7,246+33.8% | $6,952+39.4% | $6,400+51.4% |
| Admin fee / account holder | $123 | $8,371-98.5% | $6,731-98.2% | $11,426-98.9% |