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 | $89,679 | $59,805+50.0% | $79,550+12.7% | $68,494+30.9% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.5%+30.5pp | 67.9%+32.1pp |
| Annual return | -20.11% | -12.30%-7.8pp | 0.16%-20.3pp | -7.84%-12.3pp |
| Employer contribution / active EE | $1,928 | $1,505+28.1% | $2,413-20.1% | $2,596-25.8% |
| Participant deferral / active EE | $4,235 | $3,024+40.0% | $3,985+6.3% | $4,027+5.2% |
| Admin fee / account holder | $98 | $4,835-98.0% | $6,832-98.6% | $5,403-98.2% |