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 | $30,939 | $69,518-55.5% | $59,878-48.3% | $135,375-77.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -9.29% | 7.94%-17.2pp | 3.46%-12.8pp | 519.73%-529.0pp |
| Employer contribution / active EE | $3,716 | $3,235+14.9% | $2,722+36.5% | $4,779-22.2% |
| Participant deferral / active EE | $4,543 | $4,206+8.0% | $3,402+33.5% | $5,609-19.0% |
| Admin fee / account holder | $209 | $5,734-96.4% | $3,590-94.2% | $10,827-98.1% |