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 | $182,506 | $167,307+9.1% | $143,757+27.0% | $134,475+35.7% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -20.88% | 0.46%-21.3pp | -0.04%-20.8pp | 417.96%-438.8pp |
| Employer contribution / active EE | $1,619 | $5,619-71.2% | $4,951-67.3% | $4,740-65.8% |
| Participant deferral / active EE | $10,196 | $6,446+58.2% | $5,637+80.9% | $6,400+59.3% |
| Admin fee / account holder | $0 | $18,088-100.0% | $14,673-100.0% | $11,426-100.0% |