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 | $68,850 | $90,519-23.9% | $93,789-26.6% | $134,475-48.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 81.0%+19.0pp | 81.2%+18.8pp |
| Annual return | -22.20% | -15.72%-6.5pp | -11.33%-10.9pp | 417.96%-440.2pp |
| Employer contribution / active EE | $7,839 | $4,343+80.5% | $4,323+81.3% | $4,740+65.4% |
| Participant deferral / active EE | $6,518 | $5,978+9.0% | $6,094+6.9% | $6,400+1.8% |
| Admin fee / account holder | $56 | $9,252-99.4% | $7,195-99.2% | $11,426-99.5% |