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 | $139,586 | $167,307-16.6% | $143,757-2.9% | $134,475+3.8% |
| Participation rate | 92.9% | 84.8%+8.0pp | 80.3%+12.6pp | 81.2%+11.6pp |
| Annual return | -24.31% | 0.46%-24.8pp | -0.04%-24.3pp | 417.96%-442.3pp |
| Employer contribution / active EE | $2,934 | $5,619-47.8% | $4,951-40.7% | $4,740-38.1% |
| Participant deferral / active EE | $4,831 | $6,446-25.1% | $5,637-14.3% | $6,400-24.5% |
| Admin fee / account holder | $111 | $18,088-99.4% | $14,673-99.2% | $11,426-99.0% |