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 | $23,796 | $97,757-75.7% | $83,848-71.6% | $135,375-82.4% |
| Participation rate | 75.0% | 80.0%-5.0pp | 76.1%-1.1pp | 82.6%-7.6pp |
| Annual return | -22.55% | 1287.37%-1309.9pp | 850.88%-873.4pp | 519.73%-542.3pp |
| Employer contribution / active EE | $11,235 | $4,222+166.1% | $3,631+209.4% | $4,779+135.1% |
| Participant deferral / active EE | $5,291 | $4,682+13.0% | $4,082+29.6% | $5,609-5.7% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,478-100.0% | $10,827-100.0% |