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 | $18,191 | $49,227-63.0% | $70,449-74.2% | $79,858-77.2% |
| Participation rate | 95.6% | 69.2%+26.4pp | 75.1%+20.5pp | 69.6%+25.9pp |
| Annual return | 3.47% | 30.06%-26.6pp | 109.03%-105.6pp | 31.71%-28.2pp |
| Employer contribution / active EE | $704 | $2,099-66.4% | $2,737-74.3% | $2,471-71.5% |
| Participant deferral / active EE | $3,429 | $2,768+23.9% | $3,709-7.5% | $3,740-8.3% |
| Admin fee / account holder | $200 | $2,878-93.0% | $3,845-94.8% | $5,306-96.2% |