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 | $27,566 | $167,484-83.5% | $151,611-81.8% | $134,475-79.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -38.28% | 7.80%-46.1pp | 3.33%-41.6pp | 417.96%-456.2pp |
| Employer contribution / active EE | $6,192 | $6,829-9.3% | $6,166+0.4% | $4,740+30.6% |
| Participant deferral / active EE | $12,600 | $8,986+40.2% | $8,363+50.7% | $6,400+96.9% |
| Admin fee / account holder | $20 | $13,783-99.9% | $11,616-99.8% | $11,426-99.8% |