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 9-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 | $222,987 | $110,094+102.5% | $151,611+47.1% | $68,494+225.6% |
| Participation rate | 92.9% | 84.0%+8.9pp | 87.5%+5.4pp | 67.9%+25.0pp |
| Annual return | -18.65% | -10.12%-8.5pp | 3.33%-22.0pp | -7.84%-10.8pp |
| Employer contribution / active EE | $4,326 | $4,471-3.2% | $6,166-29.8% | $2,596+66.6% |
| Participant deferral / active EE | $12,515 | $6,527+91.7% | $8,363+49.6% | $4,027+210.8% |
| Admin fee / account holder | $83 | $7,719-98.9% | $11,616-99.3% | $5,403-98.5% |