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 | $0 | $57,281-100.0% | $86,612-100.0% | $75,163-100.0% |
| Participation rate | 0.0% | 63.2%-63.2pp | 71.7%-71.7pp | 67.2%-67.2pp |
| Annual return | 13.39% | 2670.75%-2657.4pp | 591.07%-577.7pp | 160.62%-147.2pp |
| Employer contribution / active EE | $7,112 | $2,314+207.3% | $3,022+135.3% | $2,670+166.4% |
| Participant deferral / active EE | $5,902 | $3,318+77.9% | $4,438+33.0% | $4,125+43.1% |
| Admin fee / account holder | $0 | $4,112-100.0% | $5,614-100.0% | $5,651-100.0% |