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 | $22,037 | $99,020-77.7% | $86,590-74.5% | $147,584-85.1% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 8.42% | 1312.34%-1303.9pp | 964.84%-956.4pp | 578.55%-570.1pp |
| Employer contribution / active EE | $1,991 | $3,132-36.4% | $2,839-29.9% | $4,876-59.2% |
| Participant deferral / active EE | $7,437 | $3,972+87.2% | $3,609+106.1% | $5,439+36.7% |
| Admin fee / account holder | $80 | $5,710-98.6% | $4,906-98.4% | $10,885-99.3% |