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 | $130,621 | $92,703+40.9% | $82,719+57.9% | $134,475-2.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -27.88% | 944.92%-972.8pp | 701.18%-729.1pp | 417.96%-445.8pp |
| Employer contribution / active EE | $4,373 | $3,274+33.6% | $3,009+45.3% | $4,740-7.7% |
| Participant deferral / active EE | $17,283 | $4,802+259.9% | $4,395+293.2% | $6,400+170.1% |
| Admin fee / account holder | $0 | $5,983-100.0% | $5,329-100.0% | $11,426-100.0% |