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 | $40,918 | $117,841-65.3% | $102,423-60.1% | $145,922-72.0% |
| Participation rate | 92.3% | 78.6%+13.7pp | 76.5%+15.8pp | 80.3%+12.0pp |
| Annual return | 0.45% | 31.65%-31.2pp | 29.32%-28.9pp | 561.29%-560.8pp |
| Employer contribution / active EE | $3,598 | $3,615-0.5% | $3,023+19.0% | $4,660-22.8% |
| Participant deferral / active EE | $0 | $5,731-100.0% | $5,053-100.0% | $6,688-100.0% |
| Admin fee / account holder | $81 | $13,326-99.4% | $9,451-99.1% | $13,397-99.4% |