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 | $26,029 | $124,185-79.0% | $108,410-76.0% | $167,490-84.5% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 3.38% | 1379.64%-1376.3pp | 905.27%-901.9pp | 478.56%-475.2pp |
| Employer contribution / active EE | $2,358 | $4,187-43.7% | $3,558-33.7% | $4,837-51.3% |
| Participant deferral / active EE | $0 | $6,908-100.0% | $6,563-100.0% | $6,341-100.0% |
| Admin fee / account holder | $22 | $9,455-99.8% | $7,295-99.7% | $12,309-99.8% |