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 | $20,217 | $99,032-79.6% | $80,019-74.7% | $135,375-85.1% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -12.11% | 15.39%-27.5pp | 11.22%-23.3pp | 519.73%-531.8pp |
| Employer contribution / active EE | $3,504 | $3,043+15.1% | $2,468+42.0% | $4,779-26.7% |
| Participant deferral / active EE | $9,061 | $4,282+111.6% | $3,686+145.9% | $5,609+61.6% |
| Admin fee / account holder | $0 | $10,436-100.0% | $6,521-100.0% | $10,827-100.0% |