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 | $184,713 | $64,707+185.5% | $112,228+64.6% | $68,494+169.7% |
| Participation rate | 73.1% | 67.2%+5.9pp | 75.1%-2.0pp | 67.9%+5.2pp |
| Annual return | -19.95% | -11.40%-8.5pp | 27.45%-47.4pp | -7.84%-12.1pp |
| Employer contribution / active EE | $2,563 | $2,746-6.7% | $3,635-29.5% | $2,596-1.3% |
| Participant deferral / active EE | $5,185 | $3,565+45.4% | $4,728+9.7% | $4,027+28.7% |
| Admin fee / account holder | $148 | $5,232-97.2% | $6,410-97.7% | $5,403-97.3% |