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 | $46,598 | $102,547-54.6% | $78,210-40.4% | $147,584-68.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | -6.39% | 51.08%-57.5pp | 40.90%-47.3pp | 578.55%-584.9pp |
| Employer contribution / active EE | $8,704 | $2,617+232.6% | $2,034+328.0% | $4,876+78.5% |
| Participant deferral / active EE | $4,000 | $3,481+14.9% | $2,823+41.7% | $5,439-26.5% |
| Admin fee / account holder | $7 | $5,059-99.9% | $3,758-99.8% | $10,885-99.9% |