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 | $97,698 | $133,958-27.1% | $112,228-12.9% | $134,475-27.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -20.98% | 47.11%-68.1pp | 27.45%-48.4pp | 417.96%-438.9pp |
| Employer contribution / active EE | $11,895 | $4,038+194.6% | $3,635+227.3% | $4,740+151.0% |
| Participant deferral / active EE | $6,246 | $5,291+18.1% | $4,728+32.1% | $6,400-2.4% |
| Admin fee / account holder | $21 | $7,489-99.7% | $6,410-99.7% | $11,426-99.8% |