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 | $78,934 | $92,703-14.9% | $82,719-4.6% | $134,475-41.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -23.37% | 944.92%-968.3pp | 701.18%-724.5pp | 417.96%-441.3pp |
| Employer contribution / active EE | $1,232 | $3,274-62.4% | $3,009-59.0% | $4,740-74.0% |
| Participant deferral / active EE | $8,524 | $4,802+77.5% | $4,395+93.9% | $6,400+33.2% |
| Admin fee / account holder | $6 | $5,983-99.9% | $5,329-99.9% | $11,426-99.9% |