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 | $142,747 | $96,557+47.8% | $80,975+76.3% | $273,961-47.9% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 2.00% | 15.14%-13.1pp | 17.10%-15.1pp | 41.45%-39.5pp |
| Employer contribution / active EE | $18,256 | $4,868+275.0% | $3,714+391.5% | $4,869+275.0% |
| Participant deferral / active EE | $9,000 | $6,598+36.4% | $5,696+58.0% | $5,287+70.2% |
| Admin fee / account holder | $0 | $7,492-100.0% | $5,516-100.0% | $10,132-100.0% |