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 | $25,852 | $57,354-54.9% | $83,848-69.2% | $64,186-59.7% |
| Participation rate | 92.0% | 68.6%+23.4pp | 76.1%+15.9pp | 69.6%+22.4pp |
| Annual return | -9.91% | 11.38%-21.3pp | 850.88%-860.8pp | 7.63%-17.5pp |
| Employer contribution / active EE | $1,859 | $2,545-26.9% | $3,631-48.8% | $2,381-21.9% |
| Participant deferral / active EE | $3,693 | $2,993+23.4% | $4,082-9.5% | $3,470+6.4% |
| Admin fee / account holder | $14 | $4,046-99.7% | $5,478-99.7% | $4,888-99.7% |