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 | $62,745 | $112,096-44.0% | $95,952-34.6% | $158,922-60.5% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 4.01% | 171.09%-167.1pp | 91.61%-87.6pp | 302.83%-298.8pp |
| Employer contribution / active EE | $6,222 | $3,198+94.6% | $2,541+144.9% | $4,761+30.7% |
| Participant deferral / active EE | $3,089 | $4,784-35.4% | $4,167-25.9% | $5,982-48.4% |
| Admin fee / account holder | $0 | $10,130-100.0% | $6,795-100.0% | $11,246-100.0% |