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 | $83,947 | $160,055-47.6% | $140,016-40.0% | $135,375-38.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -11.25% | 911.38%-922.6pp | 651.12%-662.4pp | 519.73%-531.0pp |
| Employer contribution / active EE | $5,667 | $6,420-11.7% | $5,606+1.1% | $4,779+18.6% |
| Participant deferral / active EE | $8,810 | $7,642+15.3% | $6,927+27.2% | $5,609+57.1% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,827-100.0% |