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 9-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 | $23,336 | $86,699-73.1% | $73,307-68.2% | $125,391-81.4% |
| Participation rate | 71.4% | 78.6%-7.2pp | 74.9%-3.5pp | 83.2%-11.8pp |
| Annual return | -5.82% | 2.78%-8.6pp | 5.67%-11.5pp | 282.22%-288.0pp |
| Employer contribution / active EE | $4,039 | $4,152-2.7% | $3,237+24.8% | $4,866-17.0% |
| Participant deferral / active EE | $7,379 | $5,550+33.0% | $4,991+47.8% | $5,352+37.9% |
| Admin fee / account holder | $0 | $7,771-100.0% | $5,637-100.0% | $9,540-100.0% |