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 | $193,390 | $135,952+42.2% | $123,892+56.1% | $273,961-29.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | -3.25% | 56.63%-59.9pp | 47.52%-50.8pp | 41.45%-44.7pp |
| Employer contribution / active EE | $14,339 | $5,170+177.4% | $4,617+210.6% | $4,869+194.5% |
| Participant deferral / active EE | $0 | $6,343-100.0% | $5,984-100.0% | $5,287-100.0% |
| Admin fee / account holder | $200 | $9,817-98.0% | $8,357-97.6% | $10,132-98.0% |