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 | $18,477 | $99,640-81.5% | $86,436-78.6% | $134,475-86.3% |
| Participation rate | 85.7% | 82.0%+3.7pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -21.77% | 6782.58%-6804.3pp | 4394.89%-4416.7pp | 417.96%-439.7pp |
| Employer contribution / active EE | $1,629 | $4,400-63.0% | $3,769-56.8% | $4,740-65.6% |
| Participant deferral / active EE | $5,629 | $7,246-22.3% | $6,952-19.0% | $6,400-12.0% |
| Admin fee / account holder | $180 | $8,371-97.8% | $6,731-97.3% | $11,426-98.4% |