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 | $22,691 | $97,757-76.8% | $83,848-72.9% | $135,375-83.2% |
| Participation rate | 72.7% | 80.0%-7.2pp | 76.1%-3.4pp | 82.6%-9.9pp |
| Annual return | -9.63% | 1287.37%-1297.0pp | 850.88%-860.5pp | 519.73%-529.4pp |
| Employer contribution / active EE | $2,014 | $4,222-52.3% | $3,631-44.5% | $4,779-57.8% |
| Participant deferral / active EE | $2,535 | $4,682-45.9% | $4,082-37.9% | $5,609-54.8% |
| Admin fee / account holder | $145 | $6,674-97.8% | $5,478-97.4% | $10,827-98.7% |