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 5-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 | $11,657 | $96,635-87.9% | $86,612-86.5% | $139,434-91.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 7.15% | 106.41%-99.3pp | 591.07%-583.9pp | 372.94%-365.8pp |
| Employer contribution / active EE | $2,961 | $3,263-9.2% | $3,022-2.0% | $4,751-37.7% |
| Participant deferral / active EE | $1,250 | $4,836-74.2% | $4,438-71.8% | $6,710-81.4% |
| Admin fee / account holder | $0 | $6,408-100.0% | $5,614-100.0% | $11,403-100.0% |