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 | $54,451 | $78,694-30.8% | $67,652-19.5% | $125,391-56.6% |
| Participation rate | 75.0% | 78.8%-3.8pp | 75.7%-0.7pp | 83.2%-8.2pp |
| Annual return | -6.36% | 9.46%-15.8pp | 6625.04%-6631.4pp | 282.22%-288.6pp |
| Employer contribution / active EE | $2,018 | $3,044-33.7% | $2,266-10.9% | $4,866-58.5% |
| Participant deferral / active EE | $8,475 | $4,292+97.5% | $3,560+138.1% | $5,352+58.4% |
| Admin fee / account holder | $0 | $7,403-100.0% | $4,821-100.0% | $9,540-100.0% |