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 | $54,225 | $71,883-24.6% | $86,677-37.4% | $68,494-20.8% |
| Participation rate | 78.7% | 72.2%+6.5pp | 76.6%+2.1pp | 67.9%+10.8pp |
| Annual return | -18.95% | 3.52%-22.5pp | 35.91%-54.9pp | -7.84%-11.1pp |
| Employer contribution / active EE | $1,315 | $2,173-39.5% | $2,836-53.7% | $2,596-49.4% |
| Participant deferral / active EE | $4,148 | $3,779+9.8% | $4,656-10.9% | $4,027+3.0% |
| Admin fee / account holder | $220 | $6,112-96.4% | $7,493-97.1% | $5,403-95.9% |