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 5-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 | $40,176 | $110,094-63.5% | $151,611-73.5% | $68,494-41.3% |
| Participation rate | 91.7% | 84.0%+7.7pp | 87.5%+4.2pp | 67.9%+23.8pp |
| Annual return | -22.16% | -10.12%-12.0pp | 3.33%-25.5pp | -7.84%-14.3pp |
| Employer contribution / active EE | $2,155 | $4,471-51.8% | $6,166-65.1% | $2,596-17.0% |
| Participant deferral / active EE | $5,234 | $6,527-19.8% | $8,363-37.4% | $4,027+30.0% |
| Admin fee / account holder | $273 | $7,719-96.5% | $11,616-97.6% | $5,403-94.9% |