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 | $201,541 | $138,044+46.0% | $125,339+60.8% | $134,475+49.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -22.06% | 750.33%-772.4pp | 572.05%-594.1pp | 417.96%-440.0pp |
| Employer contribution / active EE | $7,538 | $5,243+43.8% | $4,814+56.6% | $4,740+59.0% |
| Participant deferral / active EE | $24,492 | $7,799+214.0% | $7,446+228.9% | $6,400+282.7% |
| Admin fee / account holder | -$529 | $11,571-104.6% | $10,010-105.3% | $11,426-104.6% |