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 8-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 | $64,452 | $180,449-64.3% | $154,107-58.2% | $135,375-52.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -29.11% | 888.09%-917.2pp | 735.12%-764.2pp | 519.73%-548.8pp |
| Employer contribution / active EE | $5,240 | $6,035-13.2% | $5,298-1.1% | $4,779+9.7% |
| Participant deferral / active EE | $6,013 | $5,806+3.6% | $5,081+18.4% | $5,609+7.2% |
| Admin fee / account holder | $220 | $16,143-98.6% | $13,411-98.4% | $10,827-98.0% |