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 | $171,435 | $106,115+61.6% | $85,969+99.4% | $125,391+36.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 76.5%+23.5pp | 83.2%+16.8pp |
| Annual return | -4.00% | 13.93%-17.9pp | 9.32%-13.3pp | 282.22%-286.2pp |
| Employer contribution / active EE | $1,125 | $4,537-75.2% | $3,474-67.6% | $4,866-76.9% |
| Participant deferral / active EE | $17,250 | $4,859+255.0% | $3,829+350.5% | $5,352+222.3% |
| Admin fee / account holder | $0 | $8,144-100.0% | $6,053-100.0% | $9,540-100.0% |