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 | $163,019 | $142,344+14.5% | $119,609+36.3% | $134,475+21.2% |
| Participation rate | 75.0% | 82.8%-7.8pp | 79.3%-4.3pp | 81.2%-6.2pp |
| Annual return | -20.09% | -12.44%-7.7pp | -14.97%-5.1pp | 417.96%-438.1pp |
| Employer contribution / active EE | $2,669 | $5,222-48.9% | $4,232-36.9% | $4,740-43.7% |
| Participant deferral / active EE | $9,848 | $6,469+52.2% | $5,602+75.8% | $6,400+53.9% |
| Admin fee / account holder | $122 | $13,584-99.1% | $10,323-98.8% | $11,426-98.9% |