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 | $28,833 | $175,600-83.6% | $129,110-77.7% | $134,475-78.6% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.3%+22.7pp | 81.2%+18.8pp |
| Annual return | -20.12% | -11.39%-8.7pp | -10.94%-9.2pp | 417.96%-438.1pp |
| Employer contribution / active EE | $1,328 | $6,355-79.1% | $5,052-73.7% | $4,740-72.0% |
| Participant deferral / active EE | $2,656 | $7,975-66.7% | $6,542-59.4% | $6,400-58.5% |
| Admin fee / account holder | $0 | $23,567-100.0% | $14,302-100.0% | $11,426-100.0% |