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 | $122,488 | $135,635-9.7% | $110,238+11.1% | $135,375-9.5% |
| Participation rate | 81.3% | 83.5%-2.2pp | 79.8%+1.4pp | 82.6%-1.4pp |
| Annual return | -9.73% | 513.19%-522.9pp | 314.74%-324.5pp | 519.73%-529.5pp |
| Employer contribution / active EE | $2,269 | $4,906-53.7% | $3,826-40.7% | $4,779-52.5% |
| Participant deferral / active EE | $3,048 | $5,506-44.7% | $4,672-34.8% | $5,609-45.7% |
| Admin fee / account holder | $272 | $11,457-97.6% | $8,547-96.8% | $10,827-97.5% |