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 | $113,988 | $148,534-23.3% | $135,903-16.1% | $139,434-18.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | -9.24% | 79.19%-88.4pp | 68.23%-77.5pp | 372.94%-382.2pp |
| Employer contribution / active EE | $12,380 | $5,243+136.1% | $4,856+154.9% | $4,751+160.6% |
| Participant deferral / active EE | $11,172 | $8,100+37.9% | $7,758+44.0% | $6,710+66.5% |
| Admin fee / account holder | $209 | $12,400-98.3% | $10,762-98.1% | $11,403-98.2% |