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 4-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 | $12,851 | $133,958-90.4% | $112,228-88.5% | $134,475-90.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -23.64% | 47.11%-70.8pp | 27.45%-51.1pp | 417.96%-441.6pp |
| Employer contribution / active EE | $1,722 | $4,038-57.4% | $3,635-52.6% | $4,740-63.7% |
| Participant deferral / active EE | $3,983 | $5,291-24.7% | $4,728-15.8% | $6,400-37.8% |
| Admin fee / account holder | $197 | $7,489-97.4% | $6,410-96.9% | $11,426-98.3% |