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 8-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 | $163,471 | $138,044+18.4% | $125,339+30.4% | $134,475+21.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -26.35% | 750.33%-776.7pp | 572.05%-598.4pp | 417.96%-444.3pp |
| Employer contribution / active EE | $47,867 | $5,243+812.9% | $4,814+894.4% | $4,740+909.9% |
| Participant deferral / active EE | $16,050 | $7,799+105.8% | $7,446+115.5% | $6,400+150.8% |
| Admin fee / account holder | $0 | $11,571-100.0% | $10,010-100.0% | $11,426-100.0% |