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 | $21,603 | $154,228-86.0% | $145,433-85.1% | $137,256-84.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | -53.07% | 74.59%-127.7pp | 66.58%-119.6pp | 220.34%-273.4pp |
| Employer contribution / active EE | $3,311 | $4,804-31.1% | $4,554-27.3% | $4,156-20.3% |
| Participant deferral / active EE | $5,875 | $8,216-28.5% | $7,897-25.6% | $6,407-8.3% |
| Admin fee / account holder | $290 | $14,344-98.0% | $13,129-97.8% | $12,270-97.6% |