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 | $17,925 | $95,193-81.2% | $76,523-76.6% | $135,375-86.8% |
| Participation rate | 75.0% | 74.4%+0.6pp | 68.0%+7.0pp | 82.6%-7.6pp |
| Annual return | -12.65% | 4.85%-17.5pp | -0.27%-12.4pp | 519.73%-532.4pp |
| Employer contribution / active EE | $2,778 | $3,302-15.9% | $2,647+5.0% | $4,779-41.9% |
| Participant deferral / active EE | $2,778 | $4,639-40.1% | $3,835-27.6% | $5,609-50.5% |
| Admin fee / account holder | $0 | $6,249-100.0% | $4,848-100.0% | $10,827-100.0% |