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 | $43,412 | $138,065-68.6% | $123,544-64.9% | $135,375-67.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -14.69% | 153.68%-168.4pp | 119.20%-133.9pp | 519.73%-534.4pp |
| Employer contribution / active EE | $1,433 | $5,151-72.2% | $4,628-69.0% | $4,779-70.0% |
| Participant deferral / active EE | $9,798 | $6,799+44.1% | $6,426+52.5% | $5,609+74.7% |
| Admin fee / account holder | $28 | $10,916-99.7% | $9,284-99.7% | $10,827-99.7% |