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 6-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 | $150,111 | $167,484-10.4% | $151,611-1.0% | $134,475+11.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -27.22% | 7.80%-35.0pp | 3.33%-30.5pp | 417.96%-445.2pp |
| Employer contribution / active EE | $10,154 | $6,829+48.7% | $6,166+64.7% | $4,740+114.2% |
| Participant deferral / active EE | $17,836 | $8,986+98.5% | $8,363+113.3% | $6,400+178.7% |
| Admin fee / account holder | $20 | $13,783-99.9% | $11,616-99.8% | $11,426-99.8% |