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 3-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 | $25,434 | $140,940-82.0% | $112,229-77.3% | $139,434-81.8% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | -10.62% | 32.71%-43.3pp | 30.20%-40.8pp | 372.94%-383.6pp |
| Employer contribution / active EE | $5,000 | $4,283+16.7% | $3,430+45.8% | $4,751+5.2% |
| Participant deferral / active EE | $5,402 | $5,874-8.0% | $4,798+12.6% | $6,710-19.5% |
| Admin fee / account holder | $92 | $9,954-99.1% | $7,748-98.8% | $11,403-99.2% |