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 | $55,888 | $95,971-41.8% | $74,550-25.0% | $135,375-58.7% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -9.84% | 56.96%-66.8pp | 32.53%-42.4pp | 519.73%-529.6pp |
| Employer contribution / active EE | $7,021 | $2,716+158.5% | $1,961+258.0% | $4,779+46.9% |
| Participant deferral / active EE | $10,030 | $3,843+161.0% | $3,108+222.7% | $5,609+78.8% |
| Admin fee / account holder | $144 | $6,522-97.8% | $5,060-97.2% | $10,827-98.7% |