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 | $52,699 | $94,338-44.1% | $100,534-47.6% | $142,382-63.0% |
| Participation rate | 100.0% | 81.7%+18.3pp | 80.6%+19.4pp | 80.1%+19.9pp |
| Annual return | 1.44% | 29.20%-27.8pp | 32.66%-31.2pp | 217.08%-215.6pp |
| Employer contribution / active EE | $5,309 | $4,237+25.3% | $4,346+22.1% | $4,299+23.5% |
| Participant deferral / active EE | $2,189 | $5,934-63.1% | $6,144-64.4% | $6,507-66.4% |
| Admin fee / account holder | $146 | $8,421-98.3% | $7,654-98.1% | $12,624-98.8% |