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 | $10,304 | $48,265-78.7% | $68,791-85.0% | $68,494-85.0% |
| Participation rate | 96.3% | 60.7%+35.6pp | 69.0%+27.3pp | 67.9%+28.4pp |
| Annual return | -19.83% | -12.71%-7.1pp | -6.38%-13.5pp | -7.84%-12.0pp |
| Employer contribution / active EE | $0 | $1,829-100.0% | $2,655-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,973 | $2,867-31.2% | $3,941-49.9% | $4,027-51.0% |
| Admin fee / account holder | $165 | $4,355-96.2% | $4,932-96.6% | $5,403-96.9% |