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 | $50,896 | $106,890-52.4% | $84,015-39.4% | $152,861-66.7% |
| Participation rate | 81.8% | 75.2%+6.6pp | 69.0%+12.8pp | 82.4%-0.6pp |
| Annual return | -3.63% | 104.99%-108.6pp | 71.31%-74.9pp | 345.32%-348.9pp |
| Employer contribution / active EE | $468 | $2,734-82.9% | $1,983-76.4% | $4,762-90.2% |
| Participant deferral / active EE | $1,355 | $4,011-66.2% | $3,239-58.1% | $5,850-76.8% |
| Admin fee / account holder | $0 | $8,285-100.0% | $6,101-100.0% | $11,596-100.0% |