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 9-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 | $37,609 | $160,055-76.5% | $140,016-73.1% | $135,375-72.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -14.02% | 911.38%-925.4pp | 651.12%-665.1pp | 519.73%-533.8pp |
| Employer contribution / active EE | $13,579 | $6,420+111.5% | $5,606+142.2% | $4,779+184.2% |
| Participant deferral / active EE | $8,156 | $7,642+6.7% | $6,927+17.7% | $5,609+45.4% |
| Admin fee / account holder | $5 | $13,328-100.0% | $10,705-100.0% | $10,827-100.0% |