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 | $32,850 | $97,044-66.1% | $83,333-60.6% | $135,375-75.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -10.24% | 12.31%-22.5pp | 10.63%-20.9pp | 519.73%-530.0pp |
| Employer contribution / active EE | $1,857 | $4,143-55.2% | $3,379-45.0% | $4,779-61.1% |
| Participant deferral / active EE | $2,024 | $5,964-66.1% | $5,565-63.6% | $5,609-63.9% |
| Admin fee / account holder | $46 | $8,380-99.5% | $7,510-99.4% | $10,827-99.6% |