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 | $15,878 | $138,044-88.5% | $125,339-87.3% | $134,475-88.2% |
| Participation rate | 93.8% | 84.5%+9.3pp | 82.4%+11.4pp | 81.2%+12.5pp |
| Annual return | -22.53% | 750.33%-772.9pp | 572.05%-594.6pp | 417.96%-440.5pp |
| Employer contribution / active EE | $1,899 | $5,243-63.8% | $4,814-60.6% | $4,740-59.9% |
| Participant deferral / active EE | $6,306 | $7,799-19.1% | $7,446-15.3% | $6,400-1.5% |
| Admin fee / account holder | $18 | $11,571-99.8% | $10,010-99.8% | $11,426-99.8% |