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 9-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 | $35,006 | $180,449-80.6% | $154,107-77.3% | $135,375-74.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -11.05% | 888.09%-899.1pp | 735.12%-746.2pp | 519.73%-530.8pp |
| Employer contribution / active EE | $3,297 | $6,035-45.4% | $5,298-37.8% | $4,779-31.0% |
| Participant deferral / active EE | $16,852 | $5,806+190.3% | $5,081+231.7% | $5,609+200.5% |
| Admin fee / account holder | $221 | $16,143-98.6% | $13,411-98.4% | $10,827-98.0% |