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 | $63,694 | $84,695-24.8% | $73,843-13.7% | $125,391-49.2% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -4.13% | 3123.53%-3127.7pp | 2267.84%-2272.0pp | 282.22%-286.4pp |
| Employer contribution / active EE | $1,682 | $3,123-46.1% | $2,787-39.7% | $4,866-65.4% |
| Participant deferral / active EE | $12,477 | $3,992+212.5% | $3,583+248.2% | $5,352+133.2% |
| Admin fee / account holder | $165 | $5,691-97.1% | $4,880-96.6% | $9,540-98.3% |