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 | $20,576 | $105,860-80.6% | $90,749-77.3% | $134,475-84.7% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -46.42% | -11.01%-35.4pp | -12.16%-34.3pp | 417.96%-464.4pp |
| Employer contribution / active EE | $3,233 | $3,462-6.6% | $2,921+10.7% | $4,740-31.8% |
| Participant deferral / active EE | $15,787 | $5,216+202.7% | $4,564+245.9% | $6,400+146.7% |
| Admin fee / account holder | $19 | $13,938-99.9% | $8,445-99.8% | $11,426-99.8% |