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 | $26,046 | $62,586-58.4% | $76,768-66.1% | $64,186-59.4% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | -8.20% | -1.95%-6.2pp | 2.43%-10.6pp | 7.63%-15.8pp |
| Employer contribution / active EE | $4,073 | $1,832+122.3% | $2,485+63.9% | $2,381+71.1% |
| Participant deferral / active EE | $3,399 | $3,145+8.1% | $3,852-11.8% | $3,470-2.0% |
| Admin fee / account holder | $131 | $4,667-97.2% | $6,675-98.0% | $4,888-97.3% |