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 | $24,514 | $106,543-77.0% | $91,220-73.1% | $134,475-81.8% |
| Participation rate | 92.9% | 76.8%+16.0pp | 73.2%+19.7pp | 81.2%+11.6pp |
| Annual return | -25.06% | 160.60%-185.7pp | 114.01%-139.1pp | 417.96%-443.0pp |
| Employer contribution / active EE | $8,508 | $3,331+155.5% | $2,850+198.5% | $4,740+79.5% |
| Participant deferral / active EE | $9,184 | $4,719+94.6% | $4,234+116.9% | $6,400+43.5% |
| Admin fee / account holder | $113 | $6,231-98.2% | $5,420-97.9% | $11,426-99.0% |