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 8-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 | $81,096 | $95,862-15.4% | $79,550+1.9% | $134,475-39.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -28.12% | -2.69%-25.4pp | 0.16%-28.3pp | 417.96%-446.1pp |
| Employer contribution / active EE | $2,327 | $3,128-25.6% | $2,413-3.6% | $4,740-50.9% |
| Participant deferral / active EE | $3,138 | $4,693-33.1% | $3,985-21.3% | $6,400-51.0% |
| Admin fee / account holder | $0 | $9,126-100.0% | $6,832-100.0% | $11,426-100.0% |