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 | $82,250 | $127,386-35.4% | $115,037-28.5% | $125,391-34.4% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -9.09% | 31.28%-40.4pp | 26.14%-35.2pp | 282.22%-291.3pp |
| Employer contribution / active EE | $20,532 | $5,166+297.4% | $4,608+345.6% | $4,866+322.0% |
| Participant deferral / active EE | $9,520 | $6,423+48.2% | $6,026+58.0% | $5,352+77.9% |
| Admin fee / account holder | $75 | $9,516-99.2% | $8,175-99.1% | $9,540-99.2% |