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 4-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 | $49,330 | $111,814-55.9% | $103,374-52.3% | $145,959-66.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | -6.53% | 24.77%-31.3pp | 24.89%-31.4pp | 561.95%-568.5pp |
| Employer contribution / active EE | $3,400 | $4,214-19.3% | $3,869-12.1% | $4,661-27.1% |
| Participant deferral / active EE | $14,861 | $5,618+164.5% | $5,058+193.8% | $6,689+122.2% |
| Admin fee / account holder | $0 | $9,754-100.0% | $8,394-100.0% | $13,398-100.0% |