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 | $20,818 | $124,185-83.2% | $108,410-80.8% | $167,490-87.6% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 6.50% | 1379.64%-1373.1pp | 905.27%-898.8pp | 478.56%-472.1pp |
| Employer contribution / active EE | $3,052 | $4,187-27.1% | $3,558-14.2% | $4,837-36.9% |
| Participant deferral / active EE | $0 | $6,908-100.0% | $6,563-100.0% | $6,341-100.0% |
| Admin fee / account holder | $147 | $9,455-98.4% | $7,295-98.0% | $12,309-98.8% |