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 | $189,458 | $87,540+116.4% | $75,781+150.0% | $125,391+51.1% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -20.76% | 13.48%-34.2pp | 9.68%-30.4pp | 282.22%-303.0pp |
| Employer contribution / active EE | $45,291 | $3,930+1052.5% | $3,323+1262.9% | $4,866+830.8% |
| Participant deferral / active EE | $17,000 | $4,229+302.0% | $3,651+365.6% | $5,352+217.7% |
| Admin fee / account holder | $0 | $6,502-100.0% | $5,299-100.0% | $9,540-100.0% |