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 | $25,899 | $158,398-83.6% | $126,539-79.5% | $142,382-81.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 3.88% | 593.76%-589.9pp | 425.95%-422.1pp | 217.08%-213.2pp |
| Employer contribution / active EE | $1,389 | $4,650-70.1% | $3,674-62.2% | $4,299-67.7% |
| Participant deferral / active EE | $0 | $4,767-100.0% | $4,083-100.0% | $6,507-100.0% |
| Admin fee / account holder | $152 | $6,918-97.8% | $6,065-97.5% | $12,624-98.8% |