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 | $122,364 | $135,952-10.0% | $123,892-1.2% | $273,961-55.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | -0.70% | 56.63%-57.3pp | 47.52%-48.2pp | 41.45%-42.1pp |
| Employer contribution / active EE | $6,778 | $5,170+31.1% | $4,617+46.8% | $4,869+39.2% |
| Participant deferral / active EE | $5,465 | $6,343-13.8% | $5,984-8.7% | $5,287+3.4% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,132-100.0% |