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 9-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 | $93,359 | $59,805+56.1% | $79,550+17.4% | $68,494+36.3% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.5%+30.5pp | 67.9%+32.1pp |
| Annual return | -34.29% | -12.30%-22.0pp | 0.16%-34.5pp | -7.84%-26.4pp |
| Employer contribution / active EE | $456 | $1,505-69.7% | $2,413-81.1% | $2,596-82.4% |
| Participant deferral / active EE | $0 | $3,024-100.0% | $3,985-100.0% | $4,027-100.0% |
| Admin fee / account holder | $114 | $4,835-97.6% | $6,832-98.3% | $5,403-97.9% |