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 | $52,606 | $124,319-57.7% | $111,297-52.7% | $167,490-68.6% |
| Participation rate | 79.2% | 79.6%-0.4pp | 77.3%+1.9pp | 82.1%-2.9pp |
| Annual return | 5.24% | 37.44%-32.2pp | 54.65%-49.4pp | 478.56%-473.3pp |
| Employer contribution / active EE | $1,754 | $3,435-49.0% | $2,731-35.8% | $4,837-63.8% |
| Participant deferral / active EE | $3,884 | $5,180-25.0% | $4,487-13.4% | $6,341-38.8% |
| Admin fee / account holder | $221 | $10,618-97.9% | $7,964-97.2% | $12,309-98.2% |