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 9-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 | $25,749 | $138,065-81.3% | $123,544-79.2% | $135,375-81.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -72.80% | 153.68%-226.5pp | 119.20%-192.0pp | 519.73%-592.5pp |
| Employer contribution / active EE | $23,090 | $5,151+348.2% | $4,628+399.0% | $4,779+383.2% |
| Participant deferral / active EE | $5,361 | $6,799-21.2% | $6,426-16.6% | $5,609-4.4% |
| Admin fee / account holder | $22 | $10,916-99.8% | $9,284-99.8% | $10,827-99.8% |