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 9-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 | $165,127 | $167,484-1.4% | $151,611+8.9% | $134,475+22.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -24.90% | 7.80%-32.7pp | 3.33%-28.2pp | 417.96%-442.9pp |
| Employer contribution / active EE | $20,498 | $6,829+200.2% | $6,166+232.4% | $4,740+332.5% |
| Participant deferral / active EE | $20,498 | $8,986+128.1% | $8,363+145.1% | $6,400+220.3% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |