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 | $177,548 | $96,635+83.7% | $86,612+105.0% | $139,434+27.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 10.28% | 106.41%-96.1pp | 591.07%-580.8pp | 372.94%-362.7pp |
| Employer contribution / active EE | $7,750 | $3,263+137.5% | $3,022+156.4% | $4,751+63.1% |
| Participant deferral / active EE | $0 | $4,836-100.0% | $4,438-100.0% | $6,710-100.0% |
| Admin fee / account holder | $194 | $6,408-97.0% | $5,614-96.5% | $11,403-98.3% |