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 7-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 | $28,075 | $65,561-57.2% | $86,188-67.4% | $75,163-62.6% |
| Participation rate | 80.0% | 60.5%+19.5pp | 69.0%+11.0pp | 67.2%+12.8pp |
| Annual return | -8.29% | 46.05%-54.3pp | 1168.45%-1176.7pp | 160.62%-168.9pp |
| Employer contribution / active EE | $1,145 | $1,553-26.2% | $2,380-51.9% | $2,670-57.1% |
| Participant deferral / active EE | $1,623 | $3,024-46.3% | $3,985-59.3% | $4,125-60.7% |
| Admin fee / account holder | $299 | $5,474-94.5% | $6,852-95.6% | $5,651-94.7% |