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 | $23,833 | $108,919-78.1% | $100,391-76.3% | $145,922-83.7% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 4.70% | 57.88%-53.2pp | 49.20%-44.5pp | 561.29%-556.6pp |
| Employer contribution / active EE | $445 | $4,419-89.9% | $3,942-88.7% | $4,660-90.4% |
| Participant deferral / active EE | $5,098 | $8,445-39.6% | $8,082-36.9% | $6,688-23.8% |
| Admin fee / account holder | $70 | $9,689-99.3% | $7,899-99.1% | $13,397-99.5% |