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 | $44,066 | $168,632-73.9% | $147,614-70.1% | $125,391-64.9% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -4.19% | 77.65%-81.8pp | 61.98%-66.2pp | 282.22%-286.4pp |
| Employer contribution / active EE | $5,068 | $6,252-18.9% | $5,564-8.9% | $4,866+4.2% |
| Participant deferral / active EE | $7,563 | $5,507+37.3% | $4,895+54.5% | $5,352+41.3% |
| Admin fee / account holder | $180 | $13,580-98.7% | $11,611-98.4% | $9,540-98.1% |