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 | $0 | $76,000-100.0% | $154,107-100.0% | $64,186-100.0% |
| Participation rate | 0.0% | 70.4%-70.4pp | 83.0%-83.0pp | 69.6%-69.6pp |
| Annual return | -9.20% | 30.32%-39.5pp | 735.12%-744.3pp | 7.63%-16.8pp |
| Employer contribution / active EE | $6,166 | $3,351+84.0% | $5,298+16.4% | $2,381+159.0% |
| Participant deferral / active EE | $3,423 | $3,175+7.8% | $5,081-32.6% | $3,470-1.3% |
| Admin fee / account holder | $0 | $5,596-100.0% | $13,411-100.0% | $4,888-100.0% |