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 | $93,527 | $110,094-15.0% | $151,611-38.3% | $68,494+36.5% |
| Participation rate | 81.5% | 84.0%-2.5pp | 87.5%-6.0pp | 67.9%+13.6pp |
| Annual return | -21.18% | -10.12%-11.1pp | 3.33%-24.5pp | -7.84%-13.3pp |
| Employer contribution / active EE | $1,832 | $4,471-59.0% | $6,166-70.3% | $2,596-29.4% |
| Participant deferral / active EE | $4,108 | $6,527-37.1% | $8,363-50.9% | $4,027+2.0% |
| Admin fee / account holder | $182 | $7,719-97.6% | $11,616-98.4% | $5,403-96.6% |