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 | $111,022 | $90,503+22.7% | $78,689+41.1% | $273,961-59.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 0.35% | 75.60%-75.3pp | 62.18%-61.8pp | 41.45%-41.1pp |
| Employer contribution / active EE | $4,903 | $3,176+54.4% | $2,851+72.0% | $4,869+0.7% |
| Participant deferral / active EE | $2,220 | $3,901-43.1% | $3,517-36.9% | $5,287-58.0% |
| Admin fee / account holder | $56 | $5,263-98.9% | $4,510-98.8% | $10,132-99.4% |