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 | $184,068 | $209,336-12.1% | $197,124-6.6% | $137,256+34.1% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | -2.18% | 48.09%-50.3pp | 44.34%-46.5pp | 220.34%-222.5pp |
| Employer contribution / active EE | $4,103 | $6,591-37.8% | $6,227-34.1% | $4,156-1.3% |
| Participant deferral / active EE | $7,072 | $9,614-26.4% | $9,135-22.6% | $6,407+10.4% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |