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 10-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 | $105,248 | $138,044-23.8% | $125,339-16.0% | $134,475-21.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -23.30% | 750.33%-773.6pp | 572.05%-595.3pp | 417.96%-441.3pp |
| Employer contribution / active EE | $3,809 | $5,243-27.4% | $4,814-20.9% | $4,740-19.6% |
| Participant deferral / active EE | $3,657 | $7,799-53.1% | $7,446-50.9% | $6,400-42.9% |
| Admin fee / account holder | $74 | $11,571-99.4% | $10,010-99.3% | $11,426-99.4% |