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 | $4,789 | $30,400-84.2% | $53,898-91.1% | $84,808-94.4% |
| Participation rate | 100.0% | 46.4%+53.6pp | 55.0%+45.0pp | 68.3%+31.7pp |
| Annual return | 11.84% | 500.19%-488.3pp | 528.60%-516.8pp | 40.90%-29.1pp |
| Employer contribution / active EE | $429 | $603-28.9% | $932-54.0% | $2,631-83.7% |
| Participant deferral / active EE | $481 | $1,199-59.9% | $1,826-73.7% | $4,212-88.6% |
| Admin fee / account holder | $147 | $1,993-92.6% | $2,491-94.1% | $7,344-98.0% |