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 | $55,514 | $167,484-66.9% | $151,611-63.4% | $134,475-58.7% |
| Participation rate | 80.0% | 88.4%-8.4pp | 87.5%-7.5pp | 81.2%-1.2pp |
| Annual return | -25.68% | 7.80%-33.5pp | 3.33%-29.0pp | 417.96%-443.6pp |
| Employer contribution / active EE | $2,913 | $6,829-57.4% | $6,166-52.8% | $4,740-38.5% |
| Participant deferral / active EE | $9,404 | $8,986+4.7% | $8,363+12.4% | $6,400+46.9% |
| Admin fee / account holder | $11 | $13,783-99.9% | $11,616-99.9% | $11,426-99.9% |