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 | $50,321 | $82,286-38.8% | $68,791-26.9% | $134,475-62.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -27.10% | -2.19%-24.9pp | -6.38%-20.7pp | 417.96%-445.1pp |
| Employer contribution / active EE | $1,706 | $3,301-48.3% | $2,655-35.7% | $4,740-64.0% |
| Participant deferral / active EE | $8,322 | $4,739+75.6% | $3,941+111.2% | $6,400+30.0% |
| Admin fee / account holder | $200 | $6,481-96.9% | $4,932-95.9% | $11,426-98.2% |