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 | $42,840 | $113,935-62.4% | $94,224-54.5% | $125,391-65.8% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -4.14% | 5.29%-9.4pp | 10.68%-14.8pp | 282.22%-286.4pp |
| Employer contribution / active EE | $3,500 | $4,727-26.0% | $3,587-2.4% | $4,866-28.1% |
| Participant deferral / active EE | $1,649 | $5,179-68.1% | $4,320-61.8% | $5,352-69.2% |
| Admin fee / account holder | $0 | $8,391-100.0% | $6,269-100.0% | $9,540-100.0% |