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 | $31,463 | $92,222-65.9% | $76,768-59.0% | $135,375-76.8% |
| Participation rate | 88.9% | 79.8%+9.1pp | 77.0%+11.9pp | 82.6%+6.2pp |
| Annual return | -9.20% | 5.46%-14.7pp | 2.43%-11.6pp | 519.73%-528.9pp |
| Employer contribution / active EE | $3,165 | $3,216-1.6% | $2,485+27.3% | $4,779-33.8% |
| Participant deferral / active EE | $5,588 | $4,509+23.9% | $3,852+45.1% | $5,609-0.4% |
| Admin fee / account holder | $54 | $10,748-99.5% | $6,675-99.2% | $10,827-99.5% |