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 3-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 | $7,454 | $72,396-89.7% | $67,511-89.0% | $145,959-94.9% |
| Participation rate | 70.6% | 76.9%-6.3pp | 72.9%-2.3pp | 80.3%-9.7pp |
| Annual return | 8.60% | 7194.07%-7185.5pp | 3517.41%-3508.8pp | 561.95%-553.4pp |
| Employer contribution / active EE | $0 | $3,071-100.0% | $2,733-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $2,777 | $4,781-41.9% | $4,000-30.6% | $6,689-58.5% |
| Admin fee / account holder | $41 | $5,538-99.3% | $3,999-99.0% | $13,398-99.7% |