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 | $40,516 | $140,588-71.2% | $123,104-67.1% | $125,391-67.7% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -8.16% | 16.80%-25.0pp | 13.22%-21.4pp | 282.22%-290.4pp |
| Employer contribution / active EE | $11,250 | $6,041+86.2% | $5,151+118.4% | $4,866+131.2% |
| Participant deferral / active EE | $11,250 | $6,980+61.2% | $6,230+80.6% | $5,352+110.2% |
| Admin fee / account holder | $130 | $11,198-98.8% | $9,015-98.6% | $9,540-98.6% |