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 | $46,098 | $77,634-40.6% | $156,549-70.6% | $62,891-26.7% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | -46.66% | 50.32%-97.0pp | 32.23%-78.9pp | 20.14%-66.8pp |
| Employer contribution / active EE | $5,224 | $3,444+51.7% | $5,501-5.0% | $2,281+129.0% |
| Participant deferral / active EE | $4,133 | $3,045+35.7% | $4,871-15.2% | $3,203+29.0% |
| Admin fee / account holder | $251 | $5,561-95.5% | $13,027-98.1% | $4,296-94.2% |