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 | $29,415 | $107,334-72.6% | $92,893-68.3% | $152,861-80.8% |
| Participation rate | 85.7% | 79.8%+5.9pp | 76.0%+9.7pp | 82.4%+3.3pp |
| Annual return | 5.85% | 145.58%-139.7pp | 109.41%-103.6pp | 345.32%-339.5pp |
| Employer contribution / active EE | $1,720 | $4,221-59.3% | $3,653-52.9% | $4,762-63.9% |
| Participant deferral / active EE | $3,920 | $4,845-19.1% | $4,236-7.5% | $5,850-33.0% |
| Admin fee / account holder | $7 | $7,079-99.9% | $5,794-99.9% | $11,596-99.9% |