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 | $96,881 | $138,044-29.8% | $125,339-22.7% | $134,475-28.0% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -23.91% | 750.33%-774.2pp | 572.05%-596.0pp | 417.96%-441.9pp |
| Employer contribution / active EE | $4,451 | $5,243-15.1% | $4,814-7.5% | $4,740-6.1% |
| Participant deferral / active EE | $4,808 | $7,799-38.3% | $7,446-35.4% | $6,400-24.9% |
| Admin fee / account holder | $0 | $11,571-100.0% | $10,010-100.0% | $11,426-100.0% |