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 | $111,814-88.7% | $103,374-87.8% | $145,959-91.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | -2.83% | 24.77%-27.6pp | 24.89%-27.7pp | 561.95%-564.8pp |
| Employer contribution / active EE | $1,394 | $4,214-66.9% | $3,869-64.0% | $4,661-70.1% |
| Participant deferral / active EE | $4,160 | $5,618-26.0% | $5,058-17.7% | $6,689-37.8% |
| Admin fee / account holder | $58 | $9,754-99.4% | $8,394-99.3% | $13,398-99.6% |