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 | $20,462 | $53,777-62.0% | $134,143-84.7% | $79,858-74.4% |
| Participation rate | 78.0% | 58.8%+19.3pp | 72.2%+5.9pp | 69.6%+8.4pp |
| Annual return | 3.67% | 19.01%-15.3pp | 36.33%-32.7pp | 31.71%-28.0pp |
| Employer contribution / active EE | $543 | $1,321-58.9% | $3,704-85.3% | $2,471-78.0% |
| Participant deferral / active EE | $1,283 | $2,420-47.0% | $3,499-63.3% | $3,740-65.7% |
| Admin fee / account holder | $225 | $3,984-94.4% | $6,684-96.6% | $5,306-95.8% |