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 | $92,825 | $131,829-29.6% | $108,579-14.5% | $273,961-66.1% |
| Participation rate | 80.0% | 83.5%-3.5pp | 79.6%+0.4pp | 83.0%-3.0pp |
| Annual return | -11.30% | -91.57%+80.3pp | -51.70%+40.4pp | 41.45%-52.8pp |
| Employer contribution / active EE | $1,423 | $4,912-71.0% | $3,758-62.1% | $4,869-70.8% |
| Participant deferral / active EE | $5,437 | $5,127+6.0% | $4,311+26.1% | $5,287+2.8% |
| Admin fee / account holder | $0 | $10,252-100.0% | $7,645-100.0% | $10,132-100.0% |