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 8-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 | $18,175 | $92,703-80.4% | $82,719-78.0% | $134,475-86.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -29.63% | 944.92%-974.6pp | 701.18%-730.8pp | 417.96%-447.6pp |
| Employer contribution / active EE | $2,269 | $3,274-30.7% | $3,009-24.6% | $4,740-52.1% |
| Participant deferral / active EE | $13,667 | $4,802+184.6% | $4,395+211.0% | $6,400+113.6% |
| Admin fee / account holder | $16 | $5,983-99.7% | $5,329-99.7% | $11,426-99.9% |