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 | $79,039 | $162,781-51.4% | $133,956-41.0% | $158,922-50.3% |
| Participation rate | 83.3% | 83.2%+0.1pp | 79.8%+3.5pp | 82.0%+1.4pp |
| Annual return | -0.32% | 41.94%-42.3pp | 45.09%-45.4pp | 302.83%-303.1pp |
| Employer contribution / active EE | $3,692 | $4,975-25.8% | $3,919-5.8% | $4,761-22.5% |
| Participant deferral / active EE | $9,063 | $5,911+53.3% | $5,048+79.5% | $5,982+51.5% |
| Admin fee / account holder | $0 | $11,736-100.0% | $8,927-100.0% | $11,246-100.0% |