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 | $113,556 | $142,344-20.2% | $119,609-5.1% | $134,475-15.6% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -21.76% | -12.44%-9.3pp | -14.97%-6.8pp | 417.96%-439.7pp |
| Employer contribution / active EE | $13,068 | $5,222+150.2% | $4,232+208.8% | $4,740+175.7% |
| Participant deferral / active EE | $10,611 | $6,469+64.0% | $5,602+89.4% | $6,400+65.8% |
| Admin fee / account holder | $0 | $13,584-100.0% | $10,323-100.0% | $11,426-100.0% |