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 | $56,583 | $167,307-66.2% | $143,757-60.6% | $134,475-57.9% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -22.05% | 0.46%-22.5pp | -0.04%-22.0pp | 417.96%-440.0pp |
| Employer contribution / active EE | $6,145 | $5,619+9.4% | $4,951+24.1% | $4,740+29.7% |
| Participant deferral / active EE | $12,852 | $6,446+99.4% | $5,637+128.0% | $6,400+100.8% |
| Admin fee / account holder | $76 | $18,088-99.6% | $14,673-99.5% | $11,426-99.3% |