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 | $30,744 | $124,281-75.3% | $109,143-71.8% | $167,490-81.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 7.79% | 26.04%-18.2pp | 25.75%-18.0pp | 478.56%-470.8pp |
| Employer contribution / active EE | $1,713 | $4,207-59.3% | $3,722-54.0% | $4,837-64.6% |
| Participant deferral / active EE | $3,912 | $5,255-25.6% | $4,653-15.9% | $6,341-38.3% |
| Admin fee / account holder | $199 | $7,970-97.5% | $6,752-97.1% | $12,309-98.4% |