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 | $132,484 | $167,484-20.9% | $151,611-12.6% | $134,475-1.5% |
| Participation rate | 88.9% | 88.4%+0.5pp | 87.5%+1.4pp | 81.2%+7.7pp |
| Annual return | -22.10% | 7.80%-29.9pp | 3.33%-25.4pp | 417.96%-440.1pp |
| Employer contribution / active EE | $3,765 | $6,829-44.9% | $6,166-38.9% | $4,740-20.6% |
| Participant deferral / active EE | $10,472 | $8,986+16.5% | $8,363+25.2% | $6,400+63.6% |
| Admin fee / account holder | $42 | $13,783-99.7% | $11,616-99.6% | $11,426-99.6% |