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 | $3,358 | $27,641-87.9% | $61,373-94.5% | $68,494-95.1% |
| Participation rate | 92.3% | 39.5%+52.8pp | 52.6%+39.7pp | 67.9%+24.4pp |
| Annual return | -25.16% | -13.24%-11.9pp | 338.61%-363.8pp | -7.84%-17.3pp |
| Employer contribution / active EE | $1,451 | $695+108.6% | $1,159+25.2% | $2,596-44.1% |
| Participant deferral / active EE | $1,865 | $1,263+47.6% | $2,125-12.2% | $4,027-53.7% |
| Admin fee / account holder | $64 | $2,010-96.8% | $2,130-97.0% | $5,403-98.8% |