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 | $22,419 | $43,327-48.3% | $59,878-62.6% | $64,186-65.1% |
| Participation rate | 92.1% | 69.2%+22.9pp | 74.7%+17.4pp | 69.6%+22.5pp |
| Annual return | -7.16% | -1.55%-5.6pp | 3.46%-10.6pp | 7.63%-14.8pp |
| Employer contribution / active EE | $2,011 | $2,028-0.9% | $2,722-26.1% | $2,381-15.5% |
| Participant deferral / active EE | $1,964 | $2,546-22.9% | $3,402-42.3% | $3,470-43.4% |
| Admin fee / account holder | $184 | $3,005-93.9% | $3,590-94.9% | $4,888-96.2% |