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 | $41,729 | $150,440-72.3% | $136,294-69.4% | $147,584-71.7% |
| Participation rate | 76.9% | 84.4%-7.5pp | 81.9%-5.0pp | 82.8%-5.9pp |
| Annual return | 8.18% | 1049.08%-1040.9pp | 5155.94%-5147.8pp | 578.55%-570.4pp |
| Employer contribution / active EE | $980 | $5,256-81.4% | $4,695-79.1% | $4,876-79.9% |
| Participant deferral / active EE | $3,386 | $6,630-48.9% | $6,247-45.8% | $5,439-37.7% |
| Admin fee / account holder | $35 | $10,905-99.7% | $9,243-99.6% | $10,885-99.7% |