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 | $124,475 | $97,757+27.3% | $83,848+48.5% | $135,375-8.1% |
| Participation rate | 75.0% | 80.0%-5.0pp | 76.1%-1.1pp | 82.6%-7.6pp |
| Annual return | -11.67% | 1287.37%-1299.0pp | 850.88%-862.6pp | 519.73%-531.4pp |
| Employer contribution / active EE | $24,012 | $4,222+468.8% | $3,631+561.3% | $4,779+402.5% |
| Participant deferral / active EE | $9,875 | $4,682+110.9% | $4,082+141.9% | $5,609+76.1% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,478-100.0% | $10,827-100.0% |