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 | $98,813 | $68,097+45.1% | $62,929+57.0% | $137,256-28.0% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 10.00% | 1859.11%-1849.1pp | 1063.93%-1053.9pp | 220.34%-210.3pp |
| Employer contribution / active EE | $8,311 | $2,811+195.6% | $2,505+231.8% | $4,156+100.0% |
| Participant deferral / active EE | $7,404 | $4,553+62.6% | $3,888+90.4% | $6,407+15.6% |
| Admin fee / account holder | $0 | $6,521-100.0% | $5,065-100.0% | $12,270-100.0% |