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 | $169,930 | $138,044+23.1% | $125,339+35.6% | $134,475+26.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -27.55% | 750.33%-777.9pp | 572.05%-599.6pp | 417.96%-445.5pp |
| Employer contribution / active EE | $4,460 | $5,243-14.9% | $4,814-7.4% | $4,740-5.9% |
| Participant deferral / active EE | $13,165 | $7,799+68.8% | $7,446+76.8% | $6,400+105.7% |
| Admin fee / account holder | $202 | $11,571-98.3% | $10,010-98.0% | $11,426-98.2% |