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 | $47,266 | $93,346-49.4% | $71,796-34.2% | $273,961-82.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | -46.26% | 130.39%-176.6pp | 78.04%-124.3pp | 41.45%-87.7pp |
| Employer contribution / active EE | $1,873 | $2,733-31.5% | $1,924-2.7% | $4,869-61.5% |
| Participant deferral / active EE | $8,600 | $3,475+147.5% | $2,794+207.8% | $5,287+62.7% |
| Admin fee / account holder | $94 | $6,571-98.6% | $4,815-98.0% | $10,132-99.1% |