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 4-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 | $12,665 | $88,751-85.7% | $81,812-84.5% | $145,922-91.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 8.85% | 1025.40%-1016.5pp | 773.79%-764.9pp | 561.29%-552.4pp |
| Employer contribution / active EE | $1,741 | $3,083-43.5% | $2,912-40.2% | $4,660-62.6% |
| Participant deferral / active EE | $867 | $4,643-81.3% | $4,319-79.9% | $6,688-87.0% |
| Admin fee / account holder | $189 | $8,415-97.8% | $7,386-97.4% | $13,397-98.6% |