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 | $60,117 | $117,983-49.0% | $101,794-40.9% | $142,382-57.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 8.43% | 36.92%-28.5pp | 30.53%-22.1pp | 217.08%-208.6pp |
| Employer contribution / active EE | $8,738 | $2,773+215.1% | $2,289+281.7% | $4,299+103.2% |
| Participant deferral / active EE | $3,855 | $4,714-18.2% | $4,084-5.6% | $6,507-40.8% |
| Admin fee / account holder | $0 | $10,433-100.0% | $8,777-100.0% | $12,624-100.0% |