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 | $28,185 | $52,681-46.5% | $75,781-62.8% | $59,632-52.7% |
| Participation rate | 80.6% | 67.2%+13.4pp | 75.8%+4.8pp | 68.7%+12.0pp |
| Annual return | -4.16% | 2.95%-7.1pp | 9.68%-13.8pp | 2041.28%-2045.4pp |
| Employer contribution / active EE | $2,178 | $2,193-0.7% | $3,323-34.4% | $2,203-1.1% |
| Participant deferral / active EE | $3,745 | $2,591+44.6% | $3,651+2.6% | $3,192+17.3% |
| Admin fee / account holder | $3 | $3,610-99.9% | $5,299-99.9% | $4,297-99.9% |