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 | $22,365 | $82,630-72.9% | $64,105-65.1% | $125,391-82.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | -16.49% | 1489.72%-1506.2pp | 791.24%-807.7pp | 282.22%-298.7pp |
| Employer contribution / active EE | $9,015 | $2,671+237.5% | $1,820+395.4% | $4,866+85.3% |
| Participant deferral / active EE | $12,000 | $3,608+232.6% | $2,822+325.3% | $5,352+124.2% |
| Admin fee / account holder | $29 | $6,382-99.6% | $4,499-99.4% | $9,540-99.7% |