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 | $41,750 | $108,642-61.6% | $74,701-44.1% | $152,861-72.7% |
| Participation rate | 100.0% | 65.3%+34.7pp | 54.5%+45.5pp | 82.4%+17.6pp |
| Annual return | -0.66% | 114.06%-114.7pp | 752.92%-753.6pp | 345.32%-346.0pp |
| Employer contribution / active EE | $146 | $1,503-90.3% | $1,084-86.5% | $4,762-96.9% |
| Participant deferral / active EE | $0 | $2,712-100.0% | $1,964-100.0% | $5,850-100.0% |
| Admin fee / account holder | $2 | $4,902-100.0% | $3,333-99.9% | $11,596-100.0% |