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 | $28,611 | $105,998-73.0% | $92,233-69.0% | $147,584-80.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | -26.86% | 50.05%-76.9pp | 176.28%-203.1pp | 578.55%-605.4pp |
| Employer contribution / active EE | $1,117 | $4,333-74.2% | $3,679-69.7% | $4,876-77.1% |
| Participant deferral / active EE | $9,800 | $4,478+118.9% | $3,897+151.5% | $5,439+80.2% |
| Admin fee / account holder | $63 | $6,332-99.0% | $5,194-98.8% | $10,885-99.4% |