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 | $16,124 | $97,757-83.5% | $83,848-80.8% | $135,375-88.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -11.25% | 1287.37%-1298.6pp | 850.88%-862.1pp | 519.73%-531.0pp |
| Employer contribution / active EE | $1,174 | $4,222-72.2% | $3,631-67.7% | $4,779-75.4% |
| Participant deferral / active EE | $5,155 | $4,682+10.1% | $4,082+26.3% | $5,609-8.1% |
| Admin fee / account holder | $268 | $6,674-96.0% | $5,478-95.1% | $10,827-97.5% |