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 | $18,281 | $39,122-53.3% | $57,179-68.0% | $62,891-70.9% |
| Participation rate | 88.9% | 70.5%+18.4pp | 75.3%+13.5pp | 69.3%+19.6pp |
| Annual return | -3.13% | 9.23%-12.4pp | 14.59%-17.7pp | 20.14%-23.3pp |
| Employer contribution / active EE | $466 | $1,874-75.2% | $2,682-82.6% | $2,281-79.6% |
| Participant deferral / active EE | $3,319 | $2,374+39.8% | $3,096+7.2% | $3,203+3.6% |
| Admin fee / account holder | $14 | $2,592-99.5% | $3,139-99.6% | $4,296-99.7% |