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 | $199,677 | $92,222+116.5% | $76,768+160.1% | $135,375+47.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -9.53% | 5.46%-15.0pp | 2.43%-12.0pp | 519.73%-529.3pp |
| Employer contribution / active EE | $2,380 | $3,216-26.0% | $2,485-4.2% | $4,779-50.2% |
| Participant deferral / active EE | $9,378 | $4,509+108.0% | $3,852+143.5% | $5,609+67.2% |
| Admin fee / account holder | $118 | $10,748-98.9% | $6,675-98.2% | $10,827-98.9% |