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 | $57,219 | $181,894-68.5% | $156,549-63.4% | $273,961-79.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | -3.02% | 30.74%-33.8pp | 32.23%-35.2pp | 41.45%-44.5pp |
| Employer contribution / active EE | $5,025 | $6,248-19.6% | $5,501-8.7% | $4,869+3.2% |
| Participant deferral / active EE | $7,236 | $5,550+30.4% | $4,871+48.6% | $5,287+36.9% |
| Admin fee / account holder | $40 | $15,559-99.7% | $13,027-99.7% | $10,132-99.6% |