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 | $67,980 | $88,751-23.4% | $81,812-16.9% | $145,922-53.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 8.03% | 1025.40%-1017.4pp | 773.79%-765.8pp | 561.29%-553.3pp |
| Employer contribution / active EE | $3,421 | $3,083+11.0% | $2,912+17.5% | $4,660-26.6% |
| Participant deferral / active EE | $12,000 | $4,643+158.4% | $4,319+177.9% | $6,688+79.4% |
| Admin fee / account holder | $0 | $8,415-100.0% | $7,386-100.0% | $13,397-100.0% |