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 | $48,233 | $82,664-41.7% | $125,339-61.5% | $68,494-29.6% |
| Participation rate | 92.9% | 75.0%+17.8pp | 82.4%+10.5pp | 67.9%+25.0pp |
| Annual return | -31.88% | -5.97%-25.9pp | 572.05%-603.9pp | -7.84%-24.0pp |
| Employer contribution / active EE | $2,615 | $3,381-22.6% | $4,814-45.7% | $2,596+0.7% |
| Participant deferral / active EE | $9,079 | $6,110+48.6% | $7,446+21.9% | $4,027+125.4% |
| Admin fee / account holder | $132 | $6,275-97.9% | $10,010-98.7% | $5,403-97.6% |