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 | $63,671 | $99,341-35.9% | $84,750-24.9% | $273,961-76.8% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | -2.98% | 22.93%-25.9pp | 22.78%-25.8pp | 41.45%-44.4pp |
| Employer contribution / active EE | $1,917 | $4,214-54.5% | $3,574-46.4% | $4,869-60.6% |
| Participant deferral / active EE | $5,823 | $4,269+36.4% | $3,712+56.9% | $5,287+10.1% |
| Admin fee / account holder | $112 | $6,644-98.3% | $5,332-97.9% | $10,132-98.9% |