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 | $18,748 | $138,044-86.4% | $125,339-85.0% | $134,475-86.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -56.57% | 750.33%-806.9pp | 572.05%-628.6pp | 417.96%-474.5pp |
| Employer contribution / active EE | $3,869 | $5,243-26.2% | $4,814-19.6% | $4,740-18.4% |
| Participant deferral / active EE | $14,155 | $7,799+81.5% | $7,446+90.1% | $6,400+121.2% |
| Admin fee / account holder | $211 | $11,571-98.2% | $10,010-97.9% | $11,426-98.2% |