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 | $108,201 | $167,307-35.3% | $143,757-24.7% | $134,475-19.5% |
| Participation rate | 91.3% | 84.8%+6.5pp | 80.3%+11.0pp | 81.2%+10.1pp |
| Annual return | -20.21% | 0.46%-20.7pp | -0.04%-20.2pp | 417.96%-438.2pp |
| Employer contribution / active EE | $2,318 | $5,619-58.8% | $4,951-53.2% | $4,740-51.1% |
| Participant deferral / active EE | $7,670 | $6,446+19.0% | $5,637+36.1% | $6,400+19.9% |
| Admin fee / account holder | $290 | $18,088-98.4% | $14,673-98.0% | $11,426-97.5% |