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 | $23,177 | $133,958-82.7% | $112,228-79.3% | $134,475-82.8% |
| Participation rate | 73.3% | 78.6%-5.2pp | 75.1%-1.7pp | 81.2%-7.9pp |
| Annual return | -21.05% | 47.11%-68.2pp | 27.45%-48.5pp | 417.96%-439.0pp |
| Employer contribution / active EE | $1,226 | $4,038-69.7% | $3,635-66.3% | $4,740-74.1% |
| Participant deferral / active EE | $1,928 | $5,291-63.6% | $4,728-59.2% | $6,400-69.9% |
| Admin fee / account holder | $23 | $7,489-99.7% | $6,410-99.6% | $11,426-99.8% |