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 | $30,276 | $180,449-83.2% | $154,107-80.4% | $135,375-77.6% |
| Participation rate | 88.9% | 87.4%+1.5pp | 83.0%+5.9pp | 82.6%+6.2pp |
| Annual return | -10.26% | 888.09%-898.3pp | 735.12%-745.4pp | 519.73%-530.0pp |
| Employer contribution / active EE | $3,491 | $6,035-42.2% | $5,298-34.1% | $4,779-27.0% |
| Participant deferral / active EE | $3,794 | $5,806-34.6% | $5,081-25.3% | $5,609-32.3% |
| Admin fee / account holder | $172 | $16,143-98.9% | $13,411-98.7% | $10,827-98.4% |