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 | $164,246 | $102,966+59.5% | $90,281+81.9% | $152,861+7.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 5.21% | 95.16%-90.0pp | 78.10%-72.9pp | 345.32%-340.1pp |
| Employer contribution / active EE | $15,000 | $3,139+377.9% | $2,854+425.5% | $4,762+215.0% |
| Participant deferral / active EE | $0 | $4,281-100.0% | $3,885-100.0% | $5,850-100.0% |
| Admin fee / account holder | $206 | $6,171-96.7% | $5,351-96.1% | $11,596-98.2% |