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 7-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 | $80,566 | $177,572-54.6% | $154,803-48.0% | $142,382-43.4% |
| Participation rate | 90.0% | 82.1%+7.9pp | 78.1%+11.9pp | 80.1%+9.9pp |
| Annual return | -22.09% | 65.07%-87.2pp | 58.88%-81.0pp | 217.08%-239.2pp |
| Employer contribution / active EE | $3,345 | $4,810-30.5% | $4,305-22.3% | $4,299-22.2% |
| Participant deferral / active EE | $9,606 | $6,272+53.2% | $5,540+73.4% | $6,507+47.6% |
| Admin fee / account holder | $140 | $16,786-99.2% | $14,329-99.0% | $12,624-98.9% |