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 | $17,954 | $97,757-81.6% | $83,848-78.6% | $135,375-86.7% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -16.97% | 1287.37%-1304.3pp | 850.88%-867.8pp | 519.73%-536.7pp |
| Employer contribution / active EE | $2,822 | $4,222-33.2% | $3,631-22.3% | $4,779-41.0% |
| Participant deferral / active EE | $6,361 | $4,682+35.9% | $4,082+55.8% | $5,609+13.4% |
| Admin fee / account holder | $101 | $6,674-98.5% | $5,478-98.2% | $10,827-99.1% |