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 4-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 | $59,907 | $152,509-60.7% | $117,472-49.0% | $134,475-55.5% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -30.52% | 52.99%-83.5pp | 29.74%-60.3pp | 417.96%-448.5pp |
| Employer contribution / active EE | $9,280 | $5,571+66.6% | $4,176+122.2% | $4,740+95.8% |
| Participant deferral / active EE | $10,250 | $4,818+112.8% | $4,070+151.8% | $6,400+60.2% |
| Admin fee / account holder | $0 | $7,004-100.0% | $5,645-100.0% | $11,426-100.0% |