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 | $30,050 | $58,851-48.9% | $115,157-73.9% | $72,985-58.8% |
| Participation rate | 93.6% | 65.5%+28.1pp | 75.9%+17.7pp | 69.5%+24.1pp |
| Annual return | 5.70% | 23.16%-17.5pp | 35.60%-29.9pp | 81.00%-75.3pp |
| Employer contribution / active EE | $2,595 | $1,798+44.4% | $3,179-18.4% | $2,440+6.4% |
| Participant deferral / active EE | $3,014 | $2,643+14.1% | $4,168-27.7% | $3,607-16.4% |
| Admin fee / account holder | $0 | $6,370-100.0% | $7,088-100.0% | $5,124-100.0% |