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 | $40,011 | $105,998-62.3% | $92,233-56.6% | $147,584-72.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 8.81% | 50.05%-41.2pp | 176.28%-167.5pp | 578.55%-569.7pp |
| Employer contribution / active EE | $10,278 | $4,333+137.2% | $3,679+179.3% | $4,876+110.8% |
| Participant deferral / active EE | $7,554 | $4,478+68.7% | $3,897+93.9% | $5,439+38.9% |
| Admin fee / account holder | $114 | $6,332-98.2% | $5,194-97.8% | $10,885-99.0% |