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 9-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 | $20,443 | $97,757-79.1% | $83,848-75.6% | $135,375-84.9% |
| Participation rate | 75.0% | 80.0%-5.0pp | 76.1%-1.1pp | 82.6%-7.6pp |
| Annual return | -20.68% | 1287.37%-1308.0pp | 850.88%-871.6pp | 519.73%-540.4pp |
| Employer contribution / active EE | $2,411 | $4,222-42.9% | $3,631-33.6% | $4,779-49.6% |
| Participant deferral / active EE | $6,670 | $4,682+42.5% | $4,082+63.4% | $5,609+18.9% |
| Admin fee / account holder | $168 | $6,674-97.5% | $5,478-96.9% | $10,827-98.5% |