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 | $36,768 | $65,041-43.5% | $90,951-59.6% | $79,858-54.0% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.0%+31.0pp | 69.6%+30.4pp |
| Annual return | 9.35% | 30.45%-21.1pp | 134.60%-125.2pp | 31.71%-22.4pp |
| Employer contribution / active EE | $1,438 | $1,247+15.3% | $2,122-32.2% | $2,471-41.8% |
| Participant deferral / active EE | $1,966 | $2,512-21.7% | $3,373-41.7% | $3,740-47.4% |
| Admin fee / account holder | $9 | $4,536-99.8% | $5,959-99.8% | $5,306-99.8% |