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 | $17,085 | $97,757-82.5% | $83,848-79.6% | $135,375-87.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -10.49% | 1287.37%-1297.9pp | 850.88%-861.4pp | 519.73%-530.2pp |
| Employer contribution / active EE | $2,051 | $4,222-51.4% | $3,631-43.5% | $4,779-57.1% |
| Participant deferral / active EE | $5,822 | $4,682+24.3% | $4,082+42.6% | $5,609+3.8% |
| Admin fee / account holder | $55 | $6,674-99.2% | $5,478-99.0% | $10,827-99.5% |