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 9-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 | $34,687 | $138,065-74.9% | $123,544-71.9% | $135,375-74.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -14.14% | 153.68%-167.8pp | 119.20%-133.3pp | 519.73%-533.9pp |
| Employer contribution / active EE | $4,958 | $5,151-3.8% | $4,628+7.1% | $4,779+3.8% |
| Participant deferral / active EE | $15,509 | $6,799+128.1% | $6,426+141.4% | $5,609+176.5% |
| Admin fee / account holder | $167 | $10,916-98.5% | $9,284-98.2% | $10,827-98.5% |