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 7-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 | $41,273 | $167,307-75.3% | $143,757-71.3% | $134,475-69.3% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -30.14% | 0.46%-30.6pp | -0.04%-30.1pp | 417.96%-448.1pp |
| Employer contribution / active EE | $2,283 | $5,619-59.4% | $4,951-53.9% | $4,740-51.8% |
| Participant deferral / active EE | $6,268 | $6,446-2.8% | $5,637+11.2% | $6,400-2.1% |
| Admin fee / account holder | $0 | $18,088-100.0% | $14,673-100.0% | $11,426-100.0% |