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 | $21,316 | $99,341-78.5% | $84,750-74.8% | $273,961-92.2% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | -4.79% | 22.93%-27.7pp | 22.78%-27.6pp | 41.45%-46.2pp |
| Employer contribution / active EE | $6,025 | $4,214+43.0% | $3,574+68.6% | $4,869+23.7% |
| Participant deferral / active EE | $2,400 | $4,269-43.8% | $3,712-35.3% | $5,287-54.6% |
| Admin fee / account holder | $80 | $6,644-98.8% | $5,332-98.5% | $10,132-99.2% |