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 | $56,339 | $150,440-62.6% | $136,294-58.7% | $147,584-61.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 6.29% | 1049.08%-1042.8pp | 5155.94%-5149.6pp | 578.55%-572.3pp |
| Employer contribution / active EE | $6,436 | $5,256+22.5% | $4,695+37.1% | $4,876+32.0% |
| Participant deferral / active EE | $9,925 | $6,630+49.7% | $6,247+58.9% | $5,439+82.5% |
| Admin fee / account holder | $207 | $10,905-98.1% | $9,243-97.8% | $10,885-98.1% |