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 5-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 | $16,975 | $133,958-87.3% | $112,228-84.9% | $134,475-87.4% |
| Participation rate | 75.0% | 78.6%-3.6pp | 75.1%-0.1pp | 81.2%-6.2pp |
| Annual return | -22.80% | 47.11%-69.9pp | 27.45%-50.3pp | 417.96%-440.8pp |
| Employer contribution / active EE | $1,371 | $4,038-66.0% | $3,635-62.3% | $4,740-71.1% |
| Participant deferral / active EE | $3,614 | $5,291-31.7% | $4,728-23.6% | $6,400-43.5% |
| Admin fee / account holder | $289 | $7,489-96.1% | $6,410-95.5% | $11,426-97.5% |