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 5-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 | $114,310 | $167,484-31.7% | $151,611-24.6% | $134,475-15.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -21.14% | 7.80%-28.9pp | 3.33%-24.5pp | 417.96%-439.1pp |
| Employer contribution / active EE | $11,947 | $6,829+74.9% | $6,166+93.8% | $4,740+152.1% |
| Participant deferral / active EE | $13,522 | $8,986+50.5% | $8,363+61.7% | $6,400+111.3% |
| Admin fee / account holder | $33 | $13,783-99.8% | $11,616-99.7% | $11,426-99.7% |