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 7-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 | $15,850 | $109,817-85.6% | $98,442-83.9% | $167,490-90.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 7.89% | 1956.69%-1948.8pp | 1492.73%-1484.8pp | 478.56%-470.7pp |
| Employer contribution / active EE | $2,062 | $3,224-36.0% | $2,960-30.3% | $4,837-57.4% |
| Participant deferral / active EE | $10,787 | $4,673+130.8% | $4,276+152.3% | $6,341+70.1% |
| Admin fee / account holder | $112 | $6,753-98.3% | $5,949-98.1% | $12,309-99.1% |