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 | $148,506 | $142,344+4.3% | $119,609+24.2% | $134,475+10.4% |
| Participation rate | 85.7% | 82.8%+2.9pp | 79.3%+6.5pp | 81.2%+4.5pp |
| Annual return | -20.90% | -12.44%-8.5pp | -14.97%-5.9pp | 417.96%-438.9pp |
| Employer contribution / active EE | $14,690 | $5,222+181.3% | $4,232+247.1% | $4,740+209.9% |
| Participant deferral / active EE | $7,250 | $6,469+12.1% | $5,602+29.4% | $6,400+13.3% |
| Admin fee / account holder | $0 | $13,584-100.0% | $10,323-100.0% | $11,426-100.0% |