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 | $57,594 | $99,341-42.0% | $84,750-32.0% | $273,961-79.0% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 1.59% | 22.93%-21.3pp | 22.78%-21.2pp | 41.45%-39.9pp |
| Employer contribution / active EE | $13,374 | $4,214+217.4% | $3,574+274.2% | $4,869+174.7% |
| Participant deferral / active EE | $6,500 | $4,269+52.3% | $3,712+75.1% | $5,287+22.9% |
| Admin fee / account holder | $0 | $6,644-100.0% | $5,332-100.0% | $10,132-100.0% |