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 | $67,903 | $78,705-13.7% | $117,854-42.4% | $70,131-3.2% |
| Participation rate | 92.0% | 73.2%+18.8pp | 79.7%+12.3pp | 69.5%+22.5pp |
| Annual return | 11.90% | 23.30%-11.4pp | 335.08%-323.2pp | 73.14%-61.2pp |
| Employer contribution / active EE | $5,000 | $2,223+124.9% | $3,786+32.1% | $2,342+113.5% |
| Participant deferral / active EE | $0 | $3,297-100.0% | $4,482-100.0% | $3,332-100.0% |
| Admin fee / account holder | $156 | $5,065-96.9% | $8,020-98.1% | $4,645-96.6% |