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 8-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 | $19,274 | $85,790-77.5% | $67,313-71.4% | $135,375-85.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -9.60% | -0.54%-9.1pp | -4.08%-5.5pp | 519.73%-529.3pp |
| Employer contribution / active EE | $4,519 | $3,487+29.6% | $2,566+76.1% | $4,779-5.4% |
| Participant deferral / active EE | $7,569 | $4,651+62.7% | $3,568+112.1% | $5,609+34.9% |
| Admin fee / account holder | $111 | $6,392-98.3% | $4,507-97.5% | $10,827-99.0% |