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 | $28,278 | $46,869-39.7% | $122,332-76.9% | $70,131-59.7% |
| Participation rate | 71.7% | 58.2%+13.6pp | 71.6%+0.1pp | 69.5%+2.2pp |
| Annual return | 11.91% | 24.22%-12.3pp | 30.27%-18.4pp | 73.14%-61.2pp |
| Employer contribution / active EE | $704 | $1,288-45.3% | $4,050-82.6% | $2,342-69.9% |
| Participant deferral / active EE | $1,866 | $2,166-13.9% | $3,287-43.2% | $3,332-44.0% |
| Admin fee / account holder | $229 | $3,322-93.1% | $5,478-95.8% | $4,645-95.1% |