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 | $20,047 | $100,754-80.1% | $86,677-76.9% | $134,475-85.1% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -25.45% | 29.04%-54.5pp | 35.91%-61.4pp | 417.96%-443.4pp |
| Employer contribution / active EE | $2,641 | $3,489-24.3% | $2,836-6.9% | $4,740-44.3% |
| Participant deferral / active EE | $10,207 | $5,338+91.2% | $4,656+119.2% | $6,400+59.5% |
| Admin fee / account holder | $0 | $10,926-100.0% | $7,493-100.0% | $11,426-100.0% |