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 5-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 | $23,713 | $167,307-85.8% | $143,757-83.5% | $134,475-82.4% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -34.24% | 0.46%-34.7pp | -0.04%-34.2pp | 417.96%-452.2pp |
| Employer contribution / active EE | $9,944 | $5,619+77.0% | $4,951+100.8% | $4,740+109.8% |
| Participant deferral / active EE | $6,098 | $6,446-5.4% | $5,637+8.2% | $6,400-4.7% |
| Admin fee / account holder | $232 | $18,088-98.7% | $14,673-98.4% | $11,426-98.0% |