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 4-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 | $160,484 | $133,958+19.8% | $112,228+43.0% | $134,475+19.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -21.51% | 47.11%-68.6pp | 27.45%-49.0pp | 417.96%-439.5pp |
| Employer contribution / active EE | $8,333 | $4,038+106.4% | $3,635+129.3% | $4,740+75.8% |
| Participant deferral / active EE | $15,324 | $5,291+189.7% | $4,728+224.1% | $6,400+139.5% |
| Admin fee / account holder | $0 | $7,489-100.0% | $6,410-100.0% | $11,426-100.0% |