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 | $164,188 | $87,540+87.6% | $75,781+116.7% | $125,391+30.9% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -4.93% | 13.48%-18.4pp | 9.68%-14.6pp | 282.22%-287.2pp |
| Employer contribution / active EE | $27,828 | $3,930+608.1% | $3,323+737.4% | $4,866+471.9% |
| Participant deferral / active EE | $15,620 | $4,229+269.3% | $3,651+327.8% | $5,352+191.9% |
| Admin fee / account holder | $0 | $6,502-100.0% | $5,299-100.0% | $9,540-100.0% |