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 | $167,890 | $127,386+31.8% | $115,037+45.9% | $125,391+33.9% |
| Participation rate | 88.9% | 84.2%+4.7pp | 81.4%+7.5pp | 83.2%+5.7pp |
| Annual return | -8.32% | 31.28%-39.6pp | 26.14%-34.5pp | 282.22%-290.5pp |
| Employer contribution / active EE | $3,165 | $5,166-38.7% | $4,608-31.3% | $4,866-35.0% |
| Participant deferral / active EE | $11,226 | $6,423+74.8% | $6,026+86.3% | $5,352+109.8% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,540-100.0% |