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 | $10,402 | $82,286-87.4% | $68,791-84.9% | $134,475-92.3% |
| Participation rate | 85.7% | 75.1%+10.7pp | 69.0%+16.7pp | 81.2%+4.5pp |
| Annual return | -23.53% | -2.19%-21.3pp | -6.38%-17.2pp | 417.96%-441.5pp |
| Employer contribution / active EE | $2,476 | $3,301-25.0% | $2,655-6.8% | $4,740-47.8% |
| Participant deferral / active EE | $4,341 | $4,739-8.4% | $3,941+10.2% | $6,400-32.2% |
| Admin fee / account holder | $11 | $6,481-99.8% | $4,932-99.8% | $11,426-99.9% |