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 6-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 | $13,319 | $95,862-86.1% | $79,550-83.3% | $134,475-90.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -23.59% | -2.69%-20.9pp | 0.16%-23.8pp | 417.96%-441.5pp |
| Employer contribution / active EE | $2,465 | $3,128-21.2% | $2,413+2.2% | $4,740-48.0% |
| Participant deferral / active EE | $4,858 | $4,693+3.5% | $3,985+21.9% | $6,400-24.1% |
| Admin fee / account holder | $19 | $9,126-99.8% | $6,832-99.7% | $11,426-99.8% |