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 | $27,162 | $228,332-88.1% | $185,823-85.4% | $158,922-82.9% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | -3.62% | 40.80%-44.4pp | 35.95%-39.6pp | 302.83%-306.4pp |
| Employer contribution / active EE | $1,478 | $4,967-70.3% | $4,087-63.9% | $4,761-69.0% |
| Participant deferral / active EE | $2,046 | $6,415-68.1% | $5,632-63.7% | $5,982-65.8% |
| Admin fee / account holder | $191 | $11,864-98.4% | $9,500-98.0% | $11,246-98.3% |