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 3-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 | $104,712 | $183,592-43.0% | $155,567-32.7% | $145,959-28.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | -41.03% | 61.24%-102.3pp | 64.74%-105.8pp | 561.95%-603.0pp |
| Employer contribution / active EE | $11,018 | $5,315+107.3% | $4,674+135.7% | $4,661+136.4% |
| Participant deferral / active EE | $12,381 | $6,464+91.5% | $5,628+120.0% | $6,689+85.1% |
| Admin fee / account holder | $0 | $19,318-100.0% | $15,916-100.0% | $13,398-100.0% |