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 | $105,008 | $211,958-50.5% | $169,463-38.0% | $135,375-22.4% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -21.30% | 3.26%-24.6pp | 1.83%-23.1pp | 519.73%-541.0pp |
| Employer contribution / active EE | $3,600 | $5,120-29.7% | $4,159-13.4% | $4,779-24.7% |
| Participant deferral / active EE | $14,800 | $6,075+143.6% | $5,277+180.5% | $5,609+163.9% |
| Admin fee / account holder | $0 | $11,471-100.0% | $9,109-100.0% | $10,827-100.0% |