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 4-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 | $17,562 | $161,352-89.1% | $134,172-86.9% | $137,256-87.2% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | -42.80% | 28.72%-71.5pp | 25.30%-68.1pp | 220.34%-263.1pp |
| Employer contribution / active EE | $2,888 | $4,099-29.6% | $3,420-15.6% | $4,156-30.5% |
| Participant deferral / active EE | $3,630 | $5,552-34.6% | $4,690-22.6% | $6,407-43.3% |
| Admin fee / account holder | $107 | $15,028-99.3% | $12,016-99.1% | $12,270-99.1% |