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 | $42,204 | $167,484-74.8% | $151,611-72.2% | $134,475-68.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -48.25% | 7.80%-56.0pp | 3.33%-51.6pp | 417.96%-466.2pp |
| Employer contribution / active EE | $12,891 | $6,829+88.8% | $6,166+109.1% | $4,740+172.0% |
| Participant deferral / active EE | $22,625 | $8,986+151.8% | $8,363+170.5% | $6,400+253.5% |
| Admin fee / account holder | $49 | $13,783-99.6% | $11,616-99.6% | $11,426-99.6% |