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 | $20,351 | $81,248-75.0% | $155,509-86.9% | $80,856-74.8% |
| Participation rate | 92.7% | 66.2%+26.5pp | 78.2%+14.5pp | 67.6%+25.1pp |
| Annual return | -4.36% | 33.31%-37.7pp | 64.67%-69.0pp | 35.59%-40.0pp |
| Employer contribution / active EE | $1,831 | $3,100-40.9% | $4,672-60.8% | $2,755-33.5% |
| Participant deferral / active EE | $3,394 | $3,452-1.7% | $5,626-39.7% | $4,296-21.0% |
| Admin fee / account holder | $25 | $7,997-99.7% | $15,912-99.8% | $6,918-99.6% |