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 9-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 | $223,619 | $167,484+33.5% | $151,611+47.5% | $134,475+66.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -22.46% | 7.80%-30.3pp | 3.33%-25.8pp | 417.96%-440.4pp |
| Employer contribution / active EE | $3,288 | $6,829-51.8% | $6,166-46.7% | $4,740-30.6% |
| Participant deferral / active EE | $19,600 | $8,986+118.1% | $8,363+134.4% | $6,400+206.3% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |