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 | $34,318 | $142,344-75.9% | $119,609-71.3% | $134,475-74.5% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -20.32% | -12.44%-7.9pp | -14.97%-5.3pp | 417.96%-438.3pp |
| Employer contribution / active EE | $10,587 | $5,222+102.7% | $4,232+150.2% | $4,740+123.4% |
| Participant deferral / active EE | $9,650 | $6,469+49.2% | $5,602+72.3% | $6,400+50.8% |
| Admin fee / account holder | $223 | $13,584-98.4% | $10,323-97.8% | $11,426-98.1% |