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 | $60,019 | $131,829-54.5% | $108,579-44.7% | $273,961-78.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 0.24% | -91.57%+91.8pp | -51.70%+51.9pp | 41.45%-41.2pp |
| Employer contribution / active EE | $9,640 | $4,912+96.2% | $3,758+156.5% | $4,869+98.0% |
| Participant deferral / active EE | $5,333 | $5,127+4.0% | $4,311+23.7% | $5,287+0.9% |
| Admin fee / account holder | $32 | $10,252-99.7% | $7,645-99.6% | $10,132-99.7% |