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 | $34,801 | $93,071-62.6% | $74,583-53.3% | $273,961-87.3% |
| Participation rate | 90.0% | 74.9%+15.1pp | 68.1%+21.9pp | 83.0%+7.0pp |
| Annual return | -3.65% | 26.18%-29.8pp | 20.47%-24.1pp | 41.45%-45.1pp |
| Employer contribution / active EE | $1,269 | $3,160-59.8% | $2,525-49.7% | $4,869-73.9% |
| Participant deferral / active EE | $2,361 | $4,160-43.3% | $3,458-31.7% | $5,287-55.3% |
| Admin fee / account holder | $0 | $5,272-100.0% | $4,138-100.0% | $10,132-100.0% |