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 5-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 | $13,952 | $92,703-85.0% | $82,719-83.1% | $134,475-89.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -22.27% | 944.92%-967.2pp | 701.18%-723.4pp | 417.96%-440.2pp |
| Employer contribution / active EE | $1,275 | $3,274-61.0% | $3,009-57.6% | $4,740-73.1% |
| Participant deferral / active EE | $7,217 | $4,802+50.3% | $4,395+64.2% | $6,400+12.8% |
| Admin fee / account holder | $82 | $5,983-98.6% | $5,329-98.5% | $11,426-99.3% |