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 | $16,261 | $92,703-82.5% | $82,719-80.3% | $134,475-87.9% |
| Participation rate | 92.3% | 75.2%+17.1pp | 72.6%+19.8pp | 81.2%+11.1pp |
| Annual return | -25.23% | 944.92%-970.2pp | 701.18%-726.4pp | 417.96%-443.2pp |
| Employer contribution / active EE | $3,197 | $3,274-2.3% | $3,009+6.3% | $4,740-32.5% |
| Participant deferral / active EE | $7,475 | $4,802+55.7% | $4,395+70.1% | $6,400+16.8% |
| Admin fee / account holder | $270 | $5,983-95.5% | $5,329-94.9% | $11,426-97.6% |