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 | $5,693 | $68,097-91.6% | $62,929-91.0% | $137,256-95.9% |
| Participation rate | 79.2% | 77.4%+1.7pp | 73.1%+6.1pp | 80.0%-0.8pp |
| Annual return | -79.00% | 1859.11%-1938.1pp | 1063.93%-1142.9pp | 220.34%-299.3pp |
| Employer contribution / active EE | $2,162 | $2,811-23.1% | $2,505-13.7% | $4,156-48.0% |
| Participant deferral / active EE | $0 | $4,553-100.0% | $3,888-100.0% | $6,407-100.0% |
| Admin fee / account holder | $0 | $6,521-100.0% | $5,065-100.0% | $12,270-100.0% |