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 | $114,647 | $76,785+49.3% | $56,441+103.1% | $145,959-21.5% |
| Participation rate | 75.0% | 63.2%+11.8pp | 52.5%+22.5pp | 80.3%-5.3pp |
| Annual return | 0.65% | 3000.51%-2999.9pp | 1704.21%-1703.6pp | 561.95%-561.3pp |
| Employer contribution / active EE | $450 | $1,381-67.4% | $1,039-56.7% | $4,661-90.3% |
| Participant deferral / active EE | $450 | $2,624-82.8% | $1,953-77.0% | $6,689-93.3% |
| Admin fee / account holder | $0 | $3,334-100.0% | $2,829-100.0% | $13,398-100.0% |