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 | $27,736 | $99,341-72.1% | $84,750-67.3% | $273,961-89.9% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | -0.26% | 22.93%-23.2pp | 22.78%-23.0pp | 41.45%-41.7pp |
| Employer contribution / active EE | $9,645 | $4,214+128.9% | $3,574+169.8% | $4,869+98.1% |
| Participant deferral / active EE | $7,200 | $4,269+68.6% | $3,712+94.0% | $5,287+36.2% |
| Admin fee / account holder | $30 | $6,644-99.5% | $5,332-99.4% | $10,132-99.7% |