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 | $51,513 | $57,354-10.2% | $83,848-38.6% | $64,186-19.7% |
| Participation rate | 97.1% | 68.6%+28.5pp | 76.1%+20.9pp | 69.6%+27.5pp |
| Annual return | -10.54% | 11.38%-21.9pp | 850.88%-861.4pp | 7.63%-18.2pp |
| Employer contribution / active EE | $2,311 | $2,545-9.2% | $3,631-36.4% | $2,381-2.9% |
| Participant deferral / active EE | $3,663 | $2,993+22.4% | $4,082-10.3% | $3,470+5.6% |
| Admin fee / account holder | $292 | $4,046-92.8% | $5,478-94.7% | $4,888-94.0% |