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 4-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 | $84,413 | $158,398-46.7% | $126,539-33.3% | $142,382-40.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 9.88% | 593.76%-583.9pp | 425.95%-416.1pp | 217.08%-207.2pp |
| Employer contribution / active EE | $1,611 | $4,650-65.4% | $3,674-56.2% | $4,299-62.5% |
| Participant deferral / active EE | $2,149 | $4,767-54.9% | $4,083-47.4% | $6,507-67.0% |
| Admin fee / account holder | $60 | $6,918-99.1% | $6,065-99.0% | $12,624-99.5% |