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 | $63,563 | $64,707-1.8% | $112,228-43.4% | $68,494-7.2% |
| Participation rate | 82.0% | 67.2%+14.8pp | 75.1%+6.9pp | 67.9%+14.1pp |
| Annual return | -21.13% | -11.40%-9.7pp | 27.45%-48.6pp | -7.84%-13.3pp |
| Employer contribution / active EE | $3,437 | $2,746+25.2% | $3,635-5.4% | $2,596+32.4% |
| Participant deferral / active EE | $7,992 | $3,565+124.2% | $4,728+69.0% | $4,027+98.4% |
| Admin fee / account holder | $155 | $5,232-97.0% | $6,410-97.6% | $5,403-97.1% |