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 | $39,072 | $109,982-64.5% | $97,226-59.8% | $145,922-73.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | -10.27% | 242.90%-253.2pp | 75.13%-85.4pp | 561.29%-571.6pp |
| Employer contribution / active EE | $480 | $3,084-84.4% | $2,729-82.4% | $4,660-89.7% |
| Participant deferral / active EE | $1,200 | $4,676-74.3% | $4,264-71.9% | $6,688-82.1% |
| Admin fee / account holder | $0 | $6,221-100.0% | $5,654-100.0% | $13,397-100.0% |