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 | $116,864 | $74,888+56.1% | $71,209+64.1% | $142,382-17.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | -61.08% | 345.14%-406.2pp | 282.51%-343.6pp | 217.08%-278.2pp |
| Employer contribution / active EE | $3,578 | $2,854+25.4% | $2,721+31.5% | $4,299-16.8% |
| Participant deferral / active EE | $10,978 | $4,454+146.4% | $4,175+162.9% | $6,507+68.7% |
| Admin fee / account holder | $0 | $5,568-100.0% | $5,349-100.0% | $12,624-100.0% |