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 | $25,605 | $97,044-73.6% | $83,333-69.3% | $135,375-81.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -13.68% | 12.31%-26.0pp | 10.63%-24.3pp | 519.73%-533.4pp |
| Employer contribution / active EE | $5,652 | $4,143+36.4% | $3,379+67.3% | $4,779+18.3% |
| Participant deferral / active EE | $8,777 | $5,964+47.2% | $5,565+57.7% | $5,609+56.5% |
| Admin fee / account holder | $3 | $8,380-100.0% | $7,510-100.0% | $10,827-100.0% |