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 | $145,406 | $209,411-30.6% | $178,490-18.5% | $158,922-8.5% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | -21.98% | 188.75%-210.7pp | 151.07%-173.1pp | 302.83%-324.8pp |
| Employer contribution / active EE | $1,977 | $5,706-65.4% | $5,011-60.5% | $4,761-58.5% |
| Participant deferral / active EE | $13,000 | $5,954+118.3% | $5,202+149.9% | $5,982+117.3% |
| Admin fee / account holder | $56 | $17,074-99.7% | $13,984-99.6% | $11,246-99.5% |