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 | $49,495 | $110,257-55.1% | $96,544-48.7% | $139,434-64.5% |
| Participation rate | 90.9% | 78.1%+12.8pp | 76.0%+14.9pp | 80.3%+10.6pp |
| Annual return | -4.26% | 26.32%-30.6pp | 25.84%-30.1pp | 372.94%-377.2pp |
| Employer contribution / active EE | $1,819 | $3,620-49.8% | $2,965-38.7% | $4,751-61.7% |
| Participant deferral / active EE | $2,272 | $5,548-59.0% | $4,851-53.2% | $6,710-66.1% |
| Admin fee / account holder | $20 | $11,591-99.8% | $8,252-99.8% | $11,403-99.8% |