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 | $56,998 | $131,829-56.8% | $108,579-47.5% | $273,961-79.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | -13.30% | -91.57%+78.3pp | -51.70%+38.4pp | 41.45%-54.8pp |
| Employer contribution / active EE | $1,016 | $4,912-79.3% | $3,758-73.0% | $4,869-79.1% |
| Participant deferral / active EE | $5,063 | $5,127-1.2% | $4,311+17.5% | $5,287-4.2% |
| Admin fee / account holder | $285 | $10,252-97.2% | $7,645-96.3% | $10,132-97.2% |