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 6-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 | $3,121 | $76,738-95.9% | $56,411-94.5% | $145,922-97.9% |
| Participation rate | 80.0% | 63.2%+16.8pp | 52.5%+27.5pp | 80.3%-0.3pp |
| Annual return | -43.38% | 2994.23%-3037.6pp | 1701.33%-1744.7pp | 561.29%-604.7pp |
| Employer contribution / active EE | $221 | $1,380-84.0% | $1,039-78.7% | $4,660-95.3% |
| Participant deferral / active EE | $233 | $2,623-91.1% | $1,952-88.1% | $6,688-96.5% |
| Admin fee / account holder | $0 | $3,334-100.0% | $2,829-100.0% | $13,397-100.0% |