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 | $12,027 | $82,286-85.4% | $68,791-82.5% | $134,475-91.1% |
| Participation rate | 71.4% | 75.1%-3.6pp | 69.0%+2.4pp | 81.2%-9.8pp |
| Annual return | -21.03% | -2.19%-18.8pp | -6.38%-14.6pp | 417.96%-439.0pp |
| Employer contribution / active EE | $0 | $3,301-100.0% | $2,655-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $1,585 | $4,739-66.6% | $3,941-59.8% | $6,400-75.2% |
| Admin fee / account holder | $220 | $6,481-96.6% | $4,932-95.5% | $11,426-98.1% |