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 4-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 | $23,453 | $190,805-87.7% | $159,960-85.3% | $134,475-82.6% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -26.45% | 552.23%-578.7pp | 408.60%-435.1pp | 417.96%-444.4pp |
| Employer contribution / active EE | $4,470 | $4,995-10.5% | $4,226+5.8% | $4,740-5.7% |
| Participant deferral / active EE | $11,730 | $6,923+69.4% | $6,182+89.7% | $6,400+83.3% |
| Admin fee / account holder | $1 | $10,471-100.0% | $8,698-100.0% | $11,426-100.0% |