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 | $15,360 | $106,584-85.6% | $101,326-84.8% | $142,382-89.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 3.00% | 36.93%-33.9pp | 36.82%-33.8pp | 217.08%-214.1pp |
| Employer contribution / active EE | $220 | $3,956-94.4% | $3,665-94.0% | $4,299-94.9% |
| Participant deferral / active EE | $0 | $8,297-100.0% | $7,994-100.0% | $6,507-100.0% |
| Admin fee / account holder | $122 | $11,446-98.9% | $11,185-98.9% | $12,624-99.0% |