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 | $110,908 | $140,588-21.1% | $123,104-9.9% | $125,391-11.6% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -3.97% | 16.80%-20.8pp | 13.22%-17.2pp | 282.22%-286.2pp |
| Employer contribution / active EE | $2,370 | $6,041-60.8% | $5,151-54.0% | $4,866-51.3% |
| Participant deferral / active EE | $7,617 | $6,980+9.1% | $6,230+22.3% | $5,352+42.3% |
| Admin fee / account holder | $208 | $11,198-98.1% | $9,015-97.7% | $9,540-97.8% |