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 | $13,413 | $92,703-85.5% | $82,719-83.8% | $134,475-90.0% |
| Participation rate | 75.0% | 75.2%-0.2pp | 72.6%+2.4pp | 81.2%-6.2pp |
| Annual return | -30.73% | 944.92%-975.7pp | 701.18%-731.9pp | 417.96%-448.7pp |
| Employer contribution / active EE | $2,427 | $3,274-25.9% | $3,009-19.3% | $4,740-48.8% |
| Participant deferral / active EE | $5,000 | $4,802+4.1% | $4,395+13.8% | $6,400-21.9% |
| Admin fee / account holder | $10 | $5,983-99.8% | $5,329-99.8% | $11,426-99.9% |