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 | $62,874 | $157,256-60.0% | $141,162-55.5% | $152,861-58.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 13.78% | 64.32%-50.5pp | 71.39%-57.6pp | 345.32%-331.5pp |
| Employer contribution / active EE | $2,052 | $5,261-61.0% | $4,735-56.7% | $4,762-56.9% |
| Participant deferral / active EE | $5,650 | $7,109-20.5% | $6,709-15.8% | $5,850-3.4% |
| Admin fee / account holder | $221 | $12,120-98.2% | $10,261-97.8% | $11,596-98.1% |