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 | $61,611 | $78,422-21.4% | $95,952-35.8% | $79,858-22.8% |
| Participation rate | 92.5% | 73.5%+19.0pp | 77.1%+15.4pp | 69.6%+22.9pp |
| Annual return | 4.08% | 19.37%-15.3pp | 91.61%-87.5pp | 31.71%-27.6pp |
| Employer contribution / active EE | $2,026 | $1,945+4.2% | $2,541-20.3% | $2,471-18.0% |
| Participant deferral / active EE | $4,448 | $3,440+29.3% | $4,167+6.8% | $3,740+18.9% |
| Admin fee / account holder | $17 | $5,622-99.7% | $6,795-99.8% | $5,306-99.7% |