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 | $74,621 | $92,703-19.5% | $82,719-9.8% | $134,475-44.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -24.33% | 944.92%-969.3pp | 701.18%-725.5pp | 417.96%-442.3pp |
| Employer contribution / active EE | $5,392 | $3,274+64.7% | $3,009+79.2% | $4,740+13.8% |
| Participant deferral / active EE | $6,270 | $4,802+30.6% | $4,395+42.7% | $6,400-2.0% |
| Admin fee / account holder | $0 | $5,983-100.0% | $5,329-100.0% | $11,426-100.0% |