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 | $109,615 | $109,817-0.2% | $98,442+11.4% | $167,490-34.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | -0.49% | 1956.69%-1957.2pp | 1492.73%-1493.2pp | 478.56%-479.1pp |
| Employer contribution / active EE | $22,375 | $3,224+594.0% | $2,960+656.0% | $4,837+362.5% |
| Participant deferral / active EE | $19,500 | $4,673+317.3% | $4,276+356.0% | $6,341+207.5% |
| Admin fee / account holder | $0 | $6,753-100.0% | $5,949-100.0% | $12,309-100.0% |