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 4-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 | $18,643 | $99,877-81.3% | $84,966-78.1% | $145,922-87.2% |
| Participation rate | 80.0% | 74.1%+5.9pp | 67.5%+12.5pp | 80.3%-0.3pp |
| Annual return | 6.86% | 83.76%-76.9pp | 66.38%-59.5pp | 561.29%-554.4pp |
| Employer contribution / active EE | $1,882 | $3,231-41.8% | $2,727-31.0% | $4,660-59.6% |
| Participant deferral / active EE | $2,606 | $5,291-50.7% | $4,519-42.3% | $6,688-61.0% |
| Admin fee / account holder | $34 | $7,248-99.5% | $6,149-99.5% | $13,397-99.7% |