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 | $41,392 | $82,664-49.9% | $125,339-67.0% | $68,494-39.6% |
| Participation rate | 92.6% | 75.0%+17.6pp | 82.4%+10.2pp | 67.9%+24.7pp |
| Annual return | -21.00% | -5.97%-15.0pp | 572.05%-593.1pp | -7.84%-13.2pp |
| Employer contribution / active EE | $3,999 | $3,381+18.3% | $4,814-16.9% | $2,596+54.0% |
| Participant deferral / active EE | $3,375 | $6,110-44.8% | $7,446-54.7% | $4,027-16.2% |
| Admin fee / account holder | $159 | $6,275-97.5% | $10,010-98.4% | $5,403-97.1% |