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 | $55,329 | $99,079-44.2% | $77,999-29.1% | $273,961-79.8% |
| Participation rate | 93.3% | 78.6%+14.8pp | 75.5%+17.8pp | 83.0%+10.3pp |
| Annual return | 0.92% | 217.93%-217.0pp | 425.96%-425.0pp | 41.45%-40.5pp |
| Employer contribution / active EE | $3,232 | $3,308-2.3% | $2,470+30.9% | $4,869-33.6% |
| Participant deferral / active EE | $4,266 | $4,306-0.9% | $3,497+22.0% | $5,287-19.3% |
| Admin fee / account holder | $81 | $8,954-99.1% | $5,480-98.5% | $10,132-99.2% |