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 10-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 | $54,035 | $69,518-22.3% | $59,878-9.8% | $135,375-60.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -14.09% | 7.94%-22.0pp | 3.46%-17.6pp | 519.73%-533.8pp |
| Employer contribution / active EE | $8,096 | $3,235+150.3% | $2,722+197.5% | $4,779+69.4% |
| Participant deferral / active EE | $9,800 | $4,206+133.0% | $3,402+188.1% | $5,609+74.7% |
| Admin fee / account holder | $0 | $5,734-100.0% | $3,590-100.0% | $10,827-100.0% |