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 | $108,415 | $106,515+1.8% | $96,683+12.1% | $139,434-22.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | -8.70% | 38.43%-47.1pp | 35.69%-44.4pp | 372.94%-381.6pp |
| Employer contribution / active EE | $2,000 | $4,103-51.3% | $3,737-46.5% | $4,751-57.9% |
| Participant deferral / active EE | $0 | $5,454-100.0% | $4,878-100.0% | $6,710-100.0% |
| Admin fee / account holder | $41 | $7,877-99.5% | $6,730-99.4% | $11,403-99.6% |