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 9-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 | $32,370 | $190,805-83.0% | $159,960-79.8% | $134,475-75.9% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -20.50% | 552.23%-572.7pp | 408.60%-429.1pp | 417.96%-438.5pp |
| Employer contribution / active EE | $5,161 | $4,995+3.3% | $4,226+22.1% | $4,740+8.9% |
| Participant deferral / active EE | $6,050 | $6,923-12.6% | $6,182-2.1% | $6,400-5.5% |
| Admin fee / account holder | $0 | $10,471-100.0% | $8,698-100.0% | $11,426-100.0% |