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 | $77,593 | $105,998-26.8% | $92,233-15.9% | $147,584-47.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | -2.99% | 50.05%-53.0pp | 176.28%-179.3pp | 578.55%-581.5pp |
| Employer contribution / active EE | $2,753 | $4,333-36.5% | $3,679-25.2% | $4,876-43.5% |
| Participant deferral / active EE | $17,750 | $4,478+296.4% | $3,897+355.5% | $5,439+226.4% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |