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 | $136,072 | $142,344-4.4% | $119,609+13.8% | $134,475+1.2% |
| Participation rate | 75.0% | 82.8%-7.8pp | 79.3%-4.3pp | 81.2%-6.2pp |
| Annual return | -24.31% | -12.44%-11.9pp | -14.97%-9.3pp | 417.96%-442.3pp |
| Employer contribution / active EE | $2,805 | $5,222-46.3% | $4,232-33.7% | $4,740-40.8% |
| Participant deferral / active EE | $9,415 | $6,469+45.5% | $5,602+68.1% | $6,400+47.1% |
| Admin fee / account holder | $189 | $13,584-98.6% | $10,323-98.2% | $11,426-98.3% |