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 | $39,108 | $133,958-70.8% | $112,228-65.2% | $134,475-70.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -21.62% | 47.11%-68.7pp | 27.45%-49.1pp | 417.96%-439.6pp |
| Employer contribution / active EE | $1,708 | $4,038-57.7% | $3,635-53.0% | $4,740-64.0% |
| Participant deferral / active EE | $5,079 | $5,291-4.0% | $4,728+7.4% | $6,400-20.6% |
| Admin fee / account holder | $264 | $7,489-96.5% | $6,410-95.9% | $11,426-97.7% |