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 9-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 | $16,605 | $91,190-81.8% | $178,490-90.7% | $79,858-79.2% |
| Participation rate | 87.9% | 69.2%+18.7pp | 81.9%+6.0pp | 69.6%+18.2pp |
| Annual return | 6.44% | 24.19%-17.8pp | 151.07%-144.6pp | 31.71%-25.3pp |
| Employer contribution / active EE | $519 | $3,256-84.1% | $5,011-89.6% | $2,471-79.0% |
| Participant deferral / active EE | $1,076 | $3,236-66.8% | $5,202-79.3% | $3,740-71.2% |
| Admin fee / account holder | -$7,367 | $6,751-209.1% | $13,984-152.7% | $5,306-238.8% |