Unlock peer percentile detail for $4.99 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 | $21,499 | $126,519-83.0% | $106,201-79.8% | $145,959-85.3% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | -7.25% | 225.10%-232.4pp | 116.26%-123.5pp | 561.95%-569.2pp |
| Employer contribution / active EE | $1,516 | $3,726-59.3% | $3,170-52.2% | $4,661-67.5% |
| Participant deferral / active EE | $11,445 | $5,716+100.2% | $5,012+128.3% | $6,689+71.1% |
| Admin fee / account holder | $0 | $17,312-100.0% | $11,039-100.0% | $13,398-100.0% |