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 | $168,012 | $102,616+63.7% | $81,983+104.9% | $158,922+5.7% |
| Participation rate | 83.3% | 75.5%+7.8pp | 69.2%+14.1pp | 82.0%+1.4pp |
| Annual return | -1.97% | 61.04%-63.0pp | 41.31%-43.3pp | 302.83%-304.8pp |
| Employer contribution / active EE | $2,893 | $3,240-10.7% | $2,498+15.8% | $4,761-39.2% |
| Participant deferral / active EE | $10,638 | $4,648+128.9% | $3,722+185.8% | $5,982+77.8% |
| Admin fee / account holder | $209 | $8,235-97.5% | $5,664-96.3% | $11,246-98.1% |