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 | $52,153 | $160,055-67.4% | $140,016-62.8% | $135,375-61.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -14.13% | 911.38%-925.5pp | 651.12%-665.2pp | 519.73%-533.9pp |
| Employer contribution / active EE | $2,640 | $6,420-58.9% | $5,606-52.9% | $4,779-44.8% |
| Participant deferral / active EE | $14,450 | $7,642+89.1% | $6,927+108.6% | $5,609+157.6% |
| Admin fee / account holder | $50 | $13,328-99.6% | $10,705-99.5% | $10,827-99.5% |