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 | $108,745 | $171,865-36.7% | $149,718-27.4% | $147,584-26.3% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 9.14% | 2113.22%-2104.1pp | 1501.63%-1492.5pp | 578.55%-569.4pp |
| Employer contribution / active EE | $20,159 | $6,275+221.2% | $5,445+270.2% | $4,876+313.4% |
| Participant deferral / active EE | $6,000 | $7,271-17.5% | $6,569-8.7% | $5,439+10.3% |
| Admin fee / account holder | $271 | $13,799-98.0% | $11,283-97.6% | $10,885-97.5% |