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 | $80,839 | $54,762+47.6% | $90,281-10.5% | $72,985+10.8% |
| Participation rate | 75.0% | 65.1%+9.9pp | 73.3%+1.7pp | 69.5%+5.5pp |
| Annual return | -4.22% | 30.63%-34.8pp | 78.10%-82.3pp | 81.00%-85.2pp |
| Employer contribution / active EE | $1,673 | $2,092-20.0% | $2,854-41.4% | $2,440-31.4% |
| Participant deferral / active EE | $3,188 | $2,887+10.4% | $3,885-18.0% | $3,607-11.6% |
| Admin fee / account holder | $148 | $3,972-96.3% | $5,351-97.2% | $5,124-97.1% |