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 9-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 | $42,592 | $97,757-56.4% | $83,848-49.2% | $135,375-68.5% |
| Participation rate | 87.5% | 80.0%+7.5pp | 76.1%+11.4pp | 82.6%+4.9pp |
| Annual return | -12.69% | 1287.37%-1300.1pp | 850.88%-863.6pp | 519.73%-532.4pp |
| Employer contribution / active EE | $12,501 | $4,222+196.1% | $3,631+244.3% | $4,779+161.6% |
| Participant deferral / active EE | $12,738 | $4,682+172.0% | $4,082+212.1% | $5,609+127.1% |
| Admin fee / account holder | $25 | $6,674-99.6% | $5,478-99.6% | $10,827-99.8% |