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 | $0 | $45,073-100.0% | $69,455-100.0% | $72,985-100.0% |
| Participation rate | 0.0% | 68.5%-68.5pp | 74.6%-74.6pp | 69.5%-69.5pp |
| Annual return | 5.58% | 22.65%-17.1pp | 28.97%-23.4pp | 81.00%-75.4pp |
| Employer contribution / active EE | $887 | $2,054-56.8% | $2,779-68.1% | $2,440-63.6% |
| Participant deferral / active EE | $3,746 | $2,602+44.0% | $3,535+6.0% | $3,607+3.9% |
| Admin fee / account holder | $0 | $3,056-100.0% | $3,839-100.0% | $5,124-100.0% |