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 | $68,035 | $107,791-36.9% | $90,645-24.9% | $135,375-49.7% |
| Participation rate | 90.0% | 78.0%+12.0pp | 74.0%+16.0pp | 82.6%+7.4pp |
| Annual return | -9.73% | -0.90%-8.8pp | 1.88%-11.6pp | 519.73%-529.5pp |
| Employer contribution / active EE | $1,379 | $3,018-54.3% | $2,532-45.5% | $4,779-71.1% |
| Participant deferral / active EE | $8,211 | $3,872+112.1% | $3,425+139.8% | $5,609+46.4% |
| Admin fee / account holder | $0 | $5,930-100.0% | $4,994-100.0% | $10,827-100.0% |