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 | $114,455 | $138,065-17.1% | $123,544-7.4% | $135,375-15.5% |
| Participation rate | 80.0% | 84.7%-4.7pp | 82.3%-2.3pp | 82.6%-2.6pp |
| Annual return | -12.56% | 153.68%-166.2pp | 119.20%-131.8pp | 519.73%-532.3pp |
| Employer contribution / active EE | $1,687 | $5,151-67.3% | $4,628-63.6% | $4,779-64.7% |
| Participant deferral / active EE | $6,356 | $6,799-6.5% | $6,426-1.1% | $5,609+13.3% |
| Admin fee / account holder | $73 | $10,916-99.3% | $9,284-99.2% | $10,827-99.3% |