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 | $96,635-100.0% | $86,612-100.0% | $139,434-100.0% |
| Participation rate | 0.0% | 74.4%-74.4pp | 71.7%-71.7pp | 80.3%-80.3pp |
| Annual return | -103.69% | 106.41%-210.1pp | 591.07%-694.8pp | 372.94%-476.6pp |
| Employer contribution / active EE | $3,120 | $3,263-4.4% | $3,022+3.2% | $4,751-34.3% |
| Participant deferral / active EE | $3,120 | $4,836-35.5% | $4,438-29.7% | $6,710-53.5% |
| Admin fee / account holder | $0 | $6,408-100.0% | $5,614-100.0% | $11,403-100.0% |