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 5-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 | $35,383 | $124,319-71.5% | $111,297-68.2% | $167,490-78.9% |
| Participation rate | 94.1% | 79.6%+14.5pp | 77.3%+16.8pp | 82.1%+12.0pp |
| Annual return | -29.08% | 37.44%-66.5pp | 54.65%-83.7pp | 478.56%-507.6pp |
| Employer contribution / active EE | $4,159 | $3,435+21.1% | $2,731+52.3% | $4,837-14.0% |
| Participant deferral / active EE | $9,747 | $5,180+88.1% | $4,487+117.2% | $6,341+53.7% |
| Admin fee / account holder | $55 | $10,618-99.5% | $7,964-99.3% | $12,309-99.6% |