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 | $72,435 | $150,187-51.8% | $120,354-39.8% | $145,922-50.4% |
| Participation rate | 83.3% | 78.8%+4.6pp | 71.9%+11.4pp | 80.3%+3.1pp |
| Annual return | 5.86% | 154.07%-148.2pp | 107.15%-101.3pp | 561.29%-555.4pp |
| Employer contribution / active EE | $6,623 | $4,348+52.3% | $3,463+91.3% | $4,660+42.1% |
| Participant deferral / active EE | $5,083 | $6,173-17.7% | $4,991+1.9% | $6,688-24.0% |
| Admin fee / account holder | $84 | $12,207-99.3% | $9,423-99.1% | $13,397-99.4% |