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 | $129,060 | $160,055-19.4% | $140,016-7.8% | $135,375-4.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -23.38% | 911.38%-934.8pp | 651.12%-674.5pp | 519.73%-543.1pp |
| Employer contribution / active EE | $18,900 | $6,420+194.4% | $5,606+237.2% | $4,779+295.5% |
| Participant deferral / active EE | $0 | $7,642-100.0% | $6,927-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1 | $13,328-100.0% | $10,705-100.0% | $10,827-100.0% |