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 8-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 | $67,650 | $167,484-59.6% | $151,611-55.4% | $134,475-49.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -40.62% | 7.80%-48.4pp | 3.33%-44.0pp | 417.96%-458.6pp |
| Employer contribution / active EE | $17,396 | $6,829+154.7% | $6,166+182.1% | $4,740+267.0% |
| Participant deferral / active EE | $16,322 | $8,986+81.6% | $8,363+95.2% | $6,400+155.0% |
| Admin fee / account holder | $78 | $13,783-99.4% | $11,616-99.3% | $11,426-99.3% |