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 | $10,459 | $100,852-89.6% | $90,404-88.4% | $158,922-93.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | -3.04% | 1724.20%-1727.2pp | 1293.02%-1296.1pp | 302.83%-305.9pp |
| Employer contribution / active EE | $870 | $3,689-76.4% | $3,262-73.3% | $4,761-81.7% |
| Participant deferral / active EE | $0 | $4,348-100.0% | $3,963-100.0% | $5,982-100.0% |
| Admin fee / account holder | $248 | $6,501-96.2% | $5,611-95.6% | $11,246-97.8% |