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 | $72,962 | $99,020-26.3% | $86,590-15.7% | $147,584-50.6% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 8.21% | 1312.34%-1304.1pp | 964.84%-956.6pp | 578.55%-570.3pp |
| Employer contribution / active EE | $2,125 | $3,132-32.2% | $2,839-25.2% | $4,876-56.4% |
| Participant deferral / active EE | $5,828 | $3,972+46.7% | $3,609+61.5% | $5,439+7.2% |
| Admin fee / account holder | $0 | $5,710-100.0% | $4,906-100.0% | $10,885-100.0% |