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 | $17,306 | $93,024-81.4% | $77,024-77.5% | $134,475-87.1% |
| Participation rate | 72.7% | 74.5%-1.8pp | 67.9%+4.8pp | 81.2%-8.5pp |
| Annual return | -27.58% | 62.60%-90.2pp | 42.32%-69.9pp | 417.96%-445.5pp |
| Employer contribution / active EE | $1,649 | $3,418-51.7% | $2,812-41.4% | $4,740-65.2% |
| Participant deferral / active EE | $2,350 | $5,238-55.1% | $4,426-46.9% | $6,400-63.3% |
| Admin fee / account holder | $55 | $6,944-99.2% | $5,425-99.0% | $11,426-99.5% |