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 9-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 | $21,055 | $48,230-56.3% | $67,502-68.8% | $80,856-74.0% |
| Participation rate | 78.6% | 66.4%+12.2pp | 72.9%+5.7pp | 67.6%+10.9pp |
| Annual return | 1.80% | 18.28%-16.5pp | 3512.12%-3510.3pp | 35.59%-33.8pp |
| Employer contribution / active EE | $666 | $2,020-67.0% | $2,731-75.6% | $2,755-75.8% |
| Participant deferral / active EE | $2,646 | $2,924-9.5% | $4,000-33.8% | $4,296-38.4% |
| Admin fee / account holder | $234 | $3,681-93.6% | $3,998-94.2% | $6,918-96.6% |