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 | $24,635 | $77,634-68.3% | $156,549-84.3% | $62,891-60.8% |
| Participation rate | 75.9% | 71.2%+4.7pp | 84.0%-8.2pp | 69.3%+6.6pp |
| Annual return | -2.24% | 50.32%-52.6pp | 32.23%-34.5pp | 20.14%-22.4pp |
| Employer contribution / active EE | $1,558 | $3,444-54.7% | $5,501-71.7% | $2,281-31.7% |
| Participant deferral / active EE | $1,584 | $3,045-48.0% | $4,871-67.5% | $3,203-50.6% |
| Admin fee / account holder | $297 | $5,561-94.7% | $13,027-97.7% | $4,296-93.1% |