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 | $173,809 | $167,484+3.8% | $151,611+14.6% | $134,475+29.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -25.90% | 7.80%-33.7pp | 3.33%-29.2pp | 417.96%-443.9pp |
| Employer contribution / active EE | $4,361 | $6,829-36.1% | $6,166-29.3% | $4,740-8.0% |
| Participant deferral / active EE | $0 | $8,986-100.0% | $8,363-100.0% | $6,400-100.0% |
| Admin fee / account holder | $10 | $13,783-99.9% | $11,616-99.9% | $11,426-99.9% |