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 | $10,062 | $88,751-88.7% | $81,812-87.7% | $145,922-93.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 6.04% | 1025.40%-1019.4pp | 773.79%-767.7pp | 561.29%-555.2pp |
| Employer contribution / active EE | $699 | $3,083-77.3% | $2,912-76.0% | $4,660-85.0% |
| Participant deferral / active EE | $1,095 | $4,643-76.4% | $4,319-74.6% | $6,688-83.6% |
| Admin fee / account holder | $154 | $8,415-98.2% | $7,386-97.9% | $13,397-98.8% |