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 | $24,543 | $107,334-77.1% | $92,893-73.6% | $152,861-83.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 5.14% | 145.58%-140.4pp | 109.41%-104.3pp | 345.32%-340.2pp |
| Employer contribution / active EE | $3,244 | $4,221-23.1% | $3,653-11.2% | $4,762-31.9% |
| Participant deferral / active EE | $6,250 | $4,845+29.0% | $4,236+47.5% | $5,850+6.8% |
| Admin fee / account holder | $110 | $7,079-98.4% | $5,794-98.1% | $11,596-99.1% |