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 | $26,899 | $167,484-83.9% | $151,611-82.3% | $134,475-80.0% |
| Participation rate | 75.0% | 88.4%-13.4pp | 87.5%-12.5pp | 81.2%-6.2pp |
| Annual return | -23.70% | 7.80%-31.5pp | 3.33%-27.0pp | 417.96%-441.7pp |
| Employer contribution / active EE | $5,844 | $6,829-14.4% | $6,166-5.2% | $4,740+23.3% |
| Participant deferral / active EE | $17,203 | $8,986+91.4% | $8,363+105.7% | $6,400+168.8% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |