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 | $7,115 | $88,594-92.0% | $70,092-89.8% | $134,475-94.7% |
| Participation rate | 77.8% | 74.9%+2.8pp | 70.5%+7.3pp | 81.2%-3.4pp |
| Annual return | -20.96% | 442.67%-463.6pp | 190.73%-211.7pp | 417.96%-438.9pp |
| Employer contribution / active EE | $970 | $3,233-70.0% | $2,559-62.1% | $4,740-79.5% |
| Participant deferral / active EE | $1,868 | $4,772-60.8% | $3,849-51.5% | $6,400-70.8% |
| Admin fee / account holder | $49 | $10,441-99.5% | $6,267-99.2% | $11,426-99.6% |