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 7-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 | $143,402 | $167,484-14.4% | $151,611-5.4% | $134,475+6.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -26.00% | 7.80%-33.8pp | 3.33%-29.3pp | 417.96%-444.0pp |
| Employer contribution / active EE | $6,318 | $6,829-7.5% | $6,166+2.5% | $4,740+33.3% |
| Participant deferral / active EE | $32,000 | $8,986+256.1% | $8,363+282.6% | $6,400+400.0% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |