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 | $22,294 | $129,942-82.8% | $104,294-78.6% | $134,475-83.4% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -22.89% | 42.03%-64.9pp | 24.61%-47.5pp | 417.96%-440.8pp |
| Employer contribution / active EE | $1,723 | $4,184-58.8% | $3,372-48.9% | $4,740-63.6% |
| Participant deferral / active EE | $8,872 | $5,588+58.8% | $4,625+91.8% | $6,400+38.6% |
| Admin fee / account holder | $182 | $9,323-98.1% | $7,339-97.5% | $11,426-98.4% |