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 | $68,149 | $59,805+14.0% | $79,550-14.3% | $68,494-0.5% |
| Participation rate | 76.9% | 61.1%+15.9pp | 69.5%+7.4pp | 67.9%+9.0pp |
| Annual return | -19.88% | -12.30%-7.6pp | 0.16%-20.0pp | -7.84%-12.0pp |
| Employer contribution / active EE | $2,409 | $1,505+60.1% | $2,413-0.2% | $2,596-7.2% |
| Participant deferral / active EE | $4,399 | $3,024+45.5% | $3,985+10.4% | $4,027+9.2% |
| Admin fee / account holder | $0 | $4,835-100.0% | $6,832-100.0% | $5,403-100.0% |