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 7-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 | $58,351 | $167,484-65.2% | $151,611-61.5% | $134,475-56.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -25.62% | 7.80%-33.4pp | 3.33%-29.0pp | 417.96%-443.6pp |
| Employer contribution / active EE | $13,824 | $6,829+102.4% | $6,166+124.2% | $4,740+191.7% |
| Participant deferral / active EE | $9,966 | $8,986+10.9% | $8,363+19.2% | $6,400+55.7% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |