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 | $34,014 | $53,777-36.8% | $134,143-74.6% | $79,858-57.4% |
| Participation rate | 100.0% | 58.8%+41.2pp | 72.2%+27.8pp | 69.6%+30.4pp |
| Annual return | 6.53% | 19.01%-12.5pp | 36.33%-29.8pp | 31.71%-25.2pp |
| Employer contribution / active EE | $5,527 | $1,321+318.3% | $3,704+49.2% | $2,471+123.7% |
| Participant deferral / active EE | $5,345 | $2,420+120.8% | $3,499+52.8% | $3,740+42.9% |
| Admin fee / account holder | $163 | $3,984-95.9% | $6,684-97.6% | $5,306-96.9% |