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 | $99,827 | $131,829-24.3% | $108,579-8.1% | $273,961-63.6% |
| Participation rate | 85.7% | 83.5%+2.3pp | 79.6%+6.1pp | 83.0%+2.7pp |
| Annual return | -8.58% | -91.57%+83.0pp | -51.70%+43.1pp | 41.45%-50.0pp |
| Employer contribution / active EE | $1,736 | $4,912-64.7% | $3,758-53.8% | $4,869-64.4% |
| Participant deferral / active EE | $3,142 | $5,127-38.7% | $4,311-27.1% | $5,287-40.6% |
| Admin fee / account holder | $10 | $10,252-99.9% | $7,645-99.9% | $10,132-99.9% |