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 | $55,385 | $97,044-42.9% | $83,333-33.5% | $135,375-59.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -15.56% | 12.31%-27.9pp | 10.63%-26.2pp | 519.73%-535.3pp |
| Employer contribution / active EE | $3,110 | $4,143-24.9% | $3,379-8.0% | $4,779-34.9% |
| Participant deferral / active EE | $16,643 | $5,964+179.0% | $5,565+199.1% | $5,609+196.7% |
| Admin fee / account holder | $0 | $8,380-100.0% | $7,510-100.0% | $10,827-100.0% |