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 9-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 | $54,576 | $144,119-62.1% | $117,854-53.7% | $147,584-63.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 8.20% | 531.15%-522.9pp | 335.08%-326.9pp | 578.55%-570.4pp |
| Employer contribution / active EE | $22,000 | $4,896+349.3% | $3,786+481.1% | $4,876+351.2% |
| Participant deferral / active EE | $8,000 | $5,316+50.5% | $4,482+78.5% | $5,439+47.1% |
| Admin fee / account holder | $0 | $10,886-100.0% | $8,020-100.0% | $10,885-100.0% |