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 | $12,970 | $85,790-84.9% | $67,313-80.7% | $135,375-90.4% |
| Participation rate | 71.4% | 76.5%-5.0pp | 69.1%+2.3pp | 82.6%-11.2pp |
| Annual return | -10.66% | -0.54%-10.1pp | -4.08%-6.6pp | 519.73%-530.4pp |
| Employer contribution / active EE | $1,565 | $3,487-55.1% | $2,566-39.0% | $4,779-67.3% |
| Participant deferral / active EE | $6,259 | $4,651+34.6% | $3,568+75.4% | $5,609+11.6% |
| Admin fee / account holder | $11 | $6,392-99.8% | $4,507-99.8% | $10,827-99.9% |