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 | $46,283 | $81,632-43.3% | $70,449-34.3% | $158,922-70.9% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 3.29% | 208.40%-205.1pp | 109.03%-105.7pp | 302.83%-299.5pp |
| Employer contribution / active EE | $4,586 | $3,217+42.6% | $2,737+67.6% | $4,761-3.7% |
| Participant deferral / active EE | $3,882 | $4,554-14.8% | $3,709+4.7% | $5,982-35.1% |
| Admin fee / account holder | $66 | $6,193-98.9% | $3,845-98.3% | $11,246-99.4% |