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 7-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 | $33,566 | $97,044-65.4% | $83,333-59.7% | $135,375-75.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -10.98% | 12.31%-23.3pp | 10.63%-21.6pp | 519.73%-530.7pp |
| Employer contribution / active EE | $5,411 | $4,143+30.6% | $3,379+60.2% | $4,779+13.2% |
| Participant deferral / active EE | $12,199 | $5,964+104.5% | $5,565+119.2% | $5,609+117.5% |
| Admin fee / account holder | $0 | $8,380-100.0% | $7,510-100.0% | $10,827-100.0% |