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 | $51,381 | $133,958-61.6% | $112,228-54.2% | $134,475-61.8% |
| Participation rate | 80.0% | 78.6%+1.4pp | 75.1%+4.9pp | 81.2%-1.2pp |
| Annual return | -22.98% | 47.11%-70.1pp | 27.45%-50.4pp | 417.96%-440.9pp |
| Employer contribution / active EE | $2,799 | $4,038-30.7% | $3,635-23.0% | $4,740-40.9% |
| Participant deferral / active EE | $6,733 | $5,291+27.3% | $4,728+42.4% | $6,400+5.2% |
| Admin fee / account holder | $218 | $7,489-97.1% | $6,410-96.6% | $11,426-98.1% |