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 | $35,303 | $129,942-72.8% | $104,294-66.2% | $134,475-73.7% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -20.91% | 42.03%-62.9pp | 24.61%-45.5pp | 417.96%-438.9pp |
| Employer contribution / active EE | $3,320 | $4,184-20.7% | $3,372-1.5% | $4,740-30.0% |
| Participant deferral / active EE | $5,200 | $5,588-6.9% | $4,625+12.4% | $6,400-18.7% |
| Admin fee / account holder | $17 | $9,323-99.8% | $7,339-99.8% | $11,426-99.8% |