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 | $21,185 | $57,354-63.1% | $83,848-74.7% | $64,186-67.0% |
| Participation rate | 98.2% | 68.6%+29.6pp | 76.1%+22.0pp | 69.6%+28.6pp |
| Annual return | -11.78% | 11.38%-23.2pp | 850.88%-862.7pp | 7.63%-19.4pp |
| Employer contribution / active EE | $5,336 | $2,545+109.6% | $3,631+47.0% | $2,381+124.1% |
| Participant deferral / active EE | $2,889 | $2,993-3.5% | $4,082-29.2% | $3,470-16.7% |
| Admin fee / account holder | $195 | $4,046-95.2% | $5,478-96.4% | $4,888-96.0% |