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 | $127,749 | $190,805-33.0% | $159,960-20.1% | $134,475-5.0% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -20.51% | 552.23%-572.7pp | 408.60%-429.1pp | 417.96%-438.5pp |
| Employer contribution / active EE | $2,135 | $4,995-57.3% | $4,226-49.5% | $4,740-55.0% |
| Participant deferral / active EE | $2,135 | $6,923-69.2% | $6,182-65.5% | $6,400-66.6% |
| Admin fee / account holder | $43 | $10,471-99.6% | $8,698-99.5% | $11,426-99.6% |