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 9-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 | $37,940 | $88,751-57.3% | $81,812-53.6% | $145,922-74.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | -0.35% | 1025.40%-1025.8pp | 773.79%-774.1pp | 561.29%-561.6pp |
| Employer contribution / active EE | $1,345 | $3,083-56.4% | $2,912-53.8% | $4,660-71.1% |
| Participant deferral / active EE | $0 | $4,643-100.0% | $4,319-100.0% | $6,688-100.0% |
| Admin fee / account holder | $103 | $8,415-98.8% | $7,386-98.6% | $13,397-99.2% |