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 | $31,657 | $97,757-67.6% | $83,848-62.2% | $135,375-76.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -11.65% | 1287.37%-1299.0pp | 850.88%-862.5pp | 519.73%-531.4pp |
| Employer contribution / active EE | $7,932 | $4,222+87.9% | $3,631+118.5% | $4,779+66.0% |
| Participant deferral / active EE | $7,595 | $4,682+62.2% | $4,082+86.1% | $5,609+35.4% |
| Admin fee / account holder | $165 | $6,674-97.5% | $5,478-97.0% | $10,827-98.5% |