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 | $60,528 | $106,890-43.4% | $84,015-28.0% | $152,861-60.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | -0.99% | 104.99%-106.0pp | 71.31%-72.3pp | 345.32%-346.3pp |
| Employer contribution / active EE | $1,870 | $2,734-31.6% | $1,983-5.7% | $4,762-60.7% |
| Participant deferral / active EE | $4,422 | $4,011+10.2% | $3,239+36.5% | $5,850-24.4% |
| Admin fee / account holder | $29 | $8,285-99.7% | $6,101-99.5% | $11,596-99.8% |