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 | $22,229 | $99,652-77.7% | $78,778-71.8% | $147,584-84.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | -44.33% | 47.28%-91.6pp | 35.62%-79.9pp | 578.55%-622.9pp |
| Employer contribution / active EE | $4,807 | $2,796+71.9% | $1,986+142.1% | $4,876-1.4% |
| Participant deferral / active EE | $2,595 | $3,664-29.2% | $2,958-12.3% | $5,439-52.3% |
| Admin fee / account holder | $20 | $7,155-99.7% | $5,134-99.6% | $10,885-99.8% |