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 | $72,563 | $127,386-43.0% | $115,037-36.9% | $125,391-42.1% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -4.70% | 31.28%-36.0pp | 26.14%-30.8pp | 282.22%-286.9pp |
| Employer contribution / active EE | $8,048 | $5,166+55.8% | $4,608+74.7% | $4,866+65.4% |
| Participant deferral / active EE | $14,541 | $6,423+126.4% | $6,026+141.3% | $5,352+171.7% |
| Admin fee / account holder | $17 | $9,516-99.8% | $8,175-99.8% | $9,540-99.8% |