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 | $38,081 | $87,841-56.6% | $133,980-71.6% | $62,891-39.4% |
| Participation rate | 92.3% | 83.4%+8.9pp | 87.1%+5.2pp | 69.3%+23.0pp |
| Annual return | 3.02% | 12.05%-9.0pp | 29.30%-26.3pp | 20.14%-17.1pp |
| Employer contribution / active EE | $2,975 | $3,483-14.6% | $5,211-42.9% | $2,281+30.4% |
| Participant deferral / active EE | $0 | $4,812-100.0% | $6,282-100.0% | $3,203-100.0% |
| Admin fee / account holder | $81 | $5,371-98.5% | $9,324-99.1% | $4,296-98.1% |