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 | $27,313 | $97,757-72.1% | $83,848-67.4% | $135,375-79.8% |
| Participation rate | 75.0% | 80.0%-5.0pp | 76.1%-1.1pp | 82.6%-7.6pp |
| Annual return | -10.38% | 1287.37%-1297.7pp | 850.88%-861.3pp | 519.73%-530.1pp |
| Employer contribution / active EE | $1,734 | $4,222-58.9% | $3,631-52.2% | $4,779-63.7% |
| Participant deferral / active EE | $5,994 | $4,682+28.0% | $4,082+46.8% | $5,609+6.9% |
| Admin fee / account holder | $62 | $6,674-99.1% | $5,478-98.9% | $10,827-99.4% |