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 5-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 | $41,175 | $138,044-70.2% | $125,339-67.1% | $134,475-69.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -167.06% | 750.33%-917.4pp | 572.05%-739.1pp | 417.96%-585.0pp |
| Employer contribution / active EE | $19,174 | $5,243+265.7% | $4,814+298.3% | $4,740+304.5% |
| Participant deferral / active EE | $23,365 | $7,799+199.6% | $7,446+213.8% | $6,400+265.1% |
| Admin fee / account holder | $30 | $11,571-99.7% | $10,010-99.7% | $11,426-99.7% |