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 | $53,170 | $114,381-53.5% | $107,525-50.6% | $142,382-62.7% |
| Participation rate | 95.0% | 78.1%+16.9pp | 75.1%+19.9pp | 80.1%+14.9pp |
| Annual return | 1.79% | 242.71%-240.9pp | 181.32%-179.5pp | 217.08%-215.3pp |
| Employer contribution / active EE | $1,484 | $4,015-63.0% | $3,754-60.5% | $4,299-65.5% |
| Participant deferral / active EE | $5,989 | $5,564+7.6% | $5,116+17.1% | $6,507-8.0% |
| Admin fee / account holder | $20 | $9,860-99.8% | $8,919-99.8% | $12,624-99.8% |