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 | $30,040 | $149,333-79.9% | $106,387-71.8% | $135,375-77.8% |
| Participation rate | 100.0% | 81.5%+18.5pp | 77.5%+22.5pp | 82.6%+17.4pp |
| Annual return | -10.58% | 0.52%-11.1pp | 0.25%-10.8pp | 519.73%-530.3pp |
| Employer contribution / active EE | $3,095 | $4,984-37.9% | $3,520-12.1% | $4,779-35.2% |
| Participant deferral / active EE | $8,073 | $7,230+11.7% | $5,421+48.9% | $5,609+43.9% |
| Admin fee / account holder | $11 | $15,952-99.9% | $7,510-99.9% | $10,827-99.9% |