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 | $209,661 | $167,484+25.2% | $151,611+38.3% | $134,475+55.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -22.32% | 7.80%-30.1pp | 3.33%-25.7pp | 417.96%-440.3pp |
| Employer contribution / active EE | $6,091 | $6,829-10.8% | $6,166-1.2% | $4,740+28.5% |
| Participant deferral / active EE | $8,242 | $8,986-8.3% | $8,363-1.5% | $6,400+28.8% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |