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 5-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 | $18,851 | $124,281-84.8% | $109,143-82.7% | $167,490-88.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | -13.09% | 26.04%-39.1pp | 25.75%-38.8pp | 478.56%-491.7pp |
| Employer contribution / active EE | $2,044 | $4,207-51.4% | $3,722-45.1% | $4,837-57.7% |
| Participant deferral / active EE | $9,407 | $5,255+79.0% | $4,653+102.2% | $6,341+48.3% |
| Admin fee / account holder | $289 | $7,970-96.4% | $6,752-95.7% | $12,309-97.7% |