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 | $22,087 | $148,534-85.1% | $135,903-83.7% | $139,434-84.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | -1.90% | 79.19%-81.1pp | 68.23%-70.1pp | 372.94%-374.8pp |
| Employer contribution / active EE | $1,802 | $5,243-65.6% | $4,856-62.9% | $4,751-62.1% |
| Participant deferral / active EE | $4,403 | $8,100-45.6% | $7,758-43.2% | $6,710-34.4% |
| Admin fee / account holder | $223 | $12,400-98.2% | $10,762-97.9% | $11,403-98.0% |