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 | $35,420 | $180,449-80.4% | $154,107-77.0% | $135,375-73.8% |
| Participation rate | 80.0% | 87.4%-7.4pp | 83.0%-3.0pp | 82.6%-2.6pp |
| Annual return | -14.63% | 888.09%-902.7pp | 735.12%-749.7pp | 519.73%-534.4pp |
| Employer contribution / active EE | $1,719 | $6,035-71.5% | $5,298-67.5% | $4,779-64.0% |
| Participant deferral / active EE | $8,579 | $5,806+47.8% | $5,081+68.9% | $5,609+53.0% |
| Admin fee / account holder | $10 | $16,143-99.9% | $13,411-99.9% | $10,827-99.9% |