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 | $40,110 | $51,175-21.6% | $70,515-43.1% | $75,163-46.6% |
| Participation rate | 89.6% | 60.9%+28.6pp | 68.3%+21.2pp | 67.2%+22.4pp |
| Annual return | 5.69% | 30.02%-24.3pp | 32.77%-27.1pp | 160.62%-154.9pp |
| Employer contribution / active EE | $1,937 | $1,826+6.1% | $2,973-34.9% | $2,670-27.4% |
| Participant deferral / active EE | $3,248 | $2,849+14.0% | $4,567-28.9% | $4,125-21.3% |
| Admin fee / account holder | $0 | $4,091-100.0% | $6,412-100.0% | $5,651-100.0% |