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 | $42,122 | $112,096-62.4% | $95,952-56.1% | $158,922-73.5% |
| Participation rate | 90.0% | 79.0%+11.0pp | 77.1%+12.9pp | 82.0%+8.0pp |
| Annual return | 5.21% | 171.09%-165.9pp | 91.61%-86.4pp | 302.83%-297.6pp |
| Employer contribution / active EE | $1,559 | $3,198-51.3% | $2,541-38.6% | $4,761-67.3% |
| Participant deferral / active EE | $2,755 | $4,784-42.4% | $4,167-33.9% | $5,982-54.0% |
| Admin fee / account holder | $32 | $10,130-99.7% | $6,795-99.5% | $11,246-99.7% |