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 | $56,363 | $94,338-40.3% | $100,534-43.9% | $142,382-60.4% |
| Participation rate | 85.7% | 81.7%+4.0pp | 80.6%+5.1pp | 80.1%+5.6pp |
| Annual return | 3.02% | 29.20%-26.2pp | 32.66%-29.6pp | 217.08%-214.1pp |
| Employer contribution / active EE | $2,293 | $4,237-45.9% | $4,346-47.3% | $4,299-46.7% |
| Participant deferral / active EE | $0 | $5,934-100.0% | $6,144-100.0% | $6,507-100.0% |
| Admin fee / account holder | $111 | $8,421-98.7% | $7,654-98.6% | $12,624-99.1% |