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 3-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 | $12,598 | $111,754-88.7% | $103,333-87.8% | $145,922-91.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | -2.83% | 24.77%-27.6pp | 24.88%-27.7pp | 561.29%-564.1pp |
| Employer contribution / active EE | $1,394 | $4,212-66.9% | $3,868-64.0% | $4,660-70.1% |
| Participant deferral / active EE | $4,160 | $5,619-26.0% | $5,057-17.7% | $6,688-37.8% |
| Admin fee / account holder | $58 | $9,750-99.4% | $8,355-99.3% | $13,397-99.6% |