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 10-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 | $155,928 | $88,594+76.0% | $70,092+122.5% | $134,475+16.0% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -37.21% | 442.67%-479.9pp | 190.73%-227.9pp | 417.96%-455.2pp |
| Employer contribution / active EE | $3,347 | $3,233+3.5% | $2,559+30.8% | $4,740-29.4% |
| Participant deferral / active EE | $5,948 | $4,772+24.7% | $3,849+54.6% | $6,400-7.1% |
| Admin fee / account holder | $148 | $10,441-98.6% | $6,267-97.6% | $11,426-98.7% |