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 | $15,396 | $133,958-88.5% | $112,228-86.3% | $134,475-88.6% |
| Participation rate | 75.0% | 78.6%-3.6pp | 75.1%-0.1pp | 81.2%-6.2pp |
| Annual return | -21.70% | 47.11%-68.8pp | 27.45%-49.1pp | 417.96%-439.7pp |
| Employer contribution / active EE | $1,264 | $4,038-68.7% | $3,635-65.2% | $4,740-73.3% |
| Participant deferral / active EE | $3,207 | $5,291-39.4% | $4,728-32.2% | $6,400-49.9% |
| Admin fee / account holder | $70 | $7,489-99.1% | $6,410-98.9% | $11,426-99.4% |