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 | $36,104 | $152,509-76.3% | $117,472-69.3% | $134,475-73.2% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -30.20% | 52.99%-83.2pp | 29.74%-59.9pp | 417.96%-448.2pp |
| Employer contribution / active EE | $9,668 | $5,571+73.5% | $4,176+131.5% | $4,740+104.0% |
| Participant deferral / active EE | $13,903 | $4,818+188.6% | $4,070+241.6% | $6,400+117.2% |
| Admin fee / account holder | $29 | $7,004-99.6% | $5,645-99.5% | $11,426-99.7% |