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 | $29,391 | $180,449-83.7% | $154,107-80.9% | $135,375-78.3% |
| Participation rate | 91.7% | 87.4%+4.2pp | 83.0%+8.6pp | 82.6%+9.0pp |
| Annual return | -11.86% | 888.09%-900.0pp | 735.12%-747.0pp | 519.73%-531.6pp |
| Employer contribution / active EE | $5,417 | $6,035-10.2% | $5,298+2.2% | $4,779+13.3% |
| Participant deferral / active EE | $8,485 | $5,806+46.1% | $5,081+67.0% | $5,609+51.3% |
| Admin fee / account holder | $61 | $16,143-99.6% | $13,411-99.5% | $10,827-99.4% |