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 8-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 | $24,597 | $138,065-82.2% | $123,544-80.1% | $135,375-81.8% |
| Participation rate | 83.3% | 84.7%-1.4pp | 82.3%+1.0pp | 82.6%+0.7pp |
| Annual return | -10.28% | 153.68%-164.0pp | 119.20%-129.5pp | 519.73%-530.0pp |
| Employer contribution / active EE | $3,720 | $5,151-27.8% | $4,628-19.6% | $4,779-22.1% |
| Participant deferral / active EE | $7,756 | $6,799+14.1% | $6,426+20.7% | $5,609+38.3% |
| Admin fee / account holder | $129 | $10,916-98.8% | $9,284-98.6% | $10,827-98.8% |