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 | $64,613 | $56,484+14.4% | $169,463-61.9% | $64,186+0.7% |
| Participation rate | 72.0% | 64.5%+7.5pp | 77.8%-5.8pp | 69.6%+2.4pp |
| Annual return | -8.15% | -1.55%-6.6pp | 1.83%-10.0pp | 7.63%-15.8pp |
| Employer contribution / active EE | $3,096 | $1,832+68.9% | $4,159-25.6% | $2,381+30.0% |
| Participant deferral / active EE | $4,594 | $3,448+33.3% | $5,277-12.9% | $3,470+32.4% |
| Admin fee / account holder | $0 | $4,174-100.0% | $9,109-100.0% | $4,888-100.0% |