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 9-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 | $32,352 | $211,958-84.7% | $169,463-80.9% | $135,375-76.1% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -17.20% | 3.26%-20.5pp | 1.83%-19.0pp | 519.73%-536.9pp |
| Employer contribution / active EE | $1,440 | $5,120-71.9% | $4,159-65.4% | $4,779-69.9% |
| Participant deferral / active EE | $16,799 | $6,075+176.5% | $5,277+218.4% | $5,609+199.5% |
| Admin fee / account holder | $151 | $11,471-98.7% | $9,109-98.3% | $10,827-98.6% |