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 | $19,451 | $167,307-88.4% | $143,757-86.5% | $134,475-85.5% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -22.53% | 0.46%-23.0pp | -0.04%-22.5pp | 417.96%-440.5pp |
| Employer contribution / active EE | $4,799 | $5,619-14.6% | $4,951-3.1% | $4,740+1.3% |
| Participant deferral / active EE | $5,568 | $6,446-13.6% | $5,637-1.2% | $6,400-13.0% |
| Admin fee / account holder | $150 | $18,088-99.2% | $14,673-99.0% | $11,426-98.7% |