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 5-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 | $45,763 | $167,307-72.6% | $143,757-68.2% | $134,475-66.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -28.75% | 0.46%-29.2pp | -0.04%-28.7pp | 417.96%-446.7pp |
| Employer contribution / active EE | $3,264 | $5,619-41.9% | $4,951-34.1% | $4,740-31.1% |
| Participant deferral / active EE | $16,614 | $6,446+157.8% | $5,637+194.7% | $6,400+159.6% |
| Admin fee / account holder | $114 | $18,088-99.4% | $14,673-99.2% | $11,426-99.0% |