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 | $71,617 | $82,664-13.4% | $125,339-42.9% | $68,494+4.6% |
| Participation rate | 97.1% | 75.0%+22.0pp | 82.4%+14.7pp | 67.9%+29.2pp |
| Annual return | -19.88% | -5.97%-13.9pp | 572.05%-591.9pp | -7.84%-12.0pp |
| Employer contribution / active EE | $8,914 | $3,381+163.6% | $4,814+85.2% | $2,596+243.3% |
| Participant deferral / active EE | $9,506 | $6,110+55.6% | $7,446+27.7% | $4,027+136.0% |
| Admin fee / account holder | $170 | $6,275-97.3% | $10,010-98.3% | $5,403-96.8% |