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 | $4,006 | $27,641-85.5% | $61,373-93.5% | $68,494-94.2% |
| Participation rate | 70.4% | 39.5%+30.9pp | 52.6%+17.8pp | 67.9%+2.5pp |
| Annual return | -21.76% | -13.24%-8.5pp | 338.61%-360.4pp | -7.84%-13.9pp |
| Employer contribution / active EE | $560 | $695-19.4% | $1,159-51.7% | $2,596-78.4% |
| Participant deferral / active EE | $1,190 | $1,263-5.8% | $2,125-44.0% | $4,027-70.4% |
| Admin fee / account holder | $60 | $2,010-97.0% | $2,130-97.2% | $5,403-98.9% |