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 | $48,173 | $168,632-71.4% | $147,614-67.4% | $125,391-61.6% |
| Participation rate | 88.9% | 88.8%+0.1pp | 84.6%+4.3pp | 83.2%+5.7pp |
| Annual return | -4.39% | 77.65%-82.0pp | 61.98%-66.4pp | 282.22%-286.6pp |
| Employer contribution / active EE | $3,779 | $6,252-39.6% | $5,564-32.1% | $4,866-22.3% |
| Participant deferral / active EE | $2,723 | $5,507-50.6% | $4,895-44.4% | $5,352-49.1% |
| Admin fee / account holder | $3 | $13,580-100.0% | $11,611-100.0% | $9,540-100.0% |