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 10-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 | $23,827 | $167,307-85.8% | $143,757-83.4% | $134,475-82.3% |
| Participation rate | 70.8% | 84.8%-14.0pp | 80.3%-9.5pp | 81.2%-10.4pp |
| Annual return | -21.64% | 0.46%-22.1pp | -0.04%-21.6pp | 417.96%-439.6pp |
| Employer contribution / active EE | $2,913 | $5,619-48.2% | $4,951-41.2% | $4,740-38.5% |
| Participant deferral / active EE | $6,219 | $6,446-3.5% | $5,637+10.3% | $6,400-2.8% |
| Admin fee / account holder | $192 | $18,088-98.9% | $14,673-98.7% | $11,426-98.3% |