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 | $44,125 | $183,963-76.0% | $162,163-72.8% | $152,861-71.1% |
| Participation rate | 79.2% | 88.5%-9.3pp | 87.6%-8.4pp | 82.4%-3.3pp |
| Annual return | 5.78% | 150.76%-145.0pp | 115.59%-109.8pp | 345.32%-339.5pp |
| Employer contribution / active EE | $4,216 | $6,371-33.8% | $5,614-24.9% | $4,762-11.5% |
| Participant deferral / active EE | $0 | $8,034-100.0% | $7,298-100.0% | $5,850-100.0% |
| Admin fee / account holder | $153 | $13,121-98.8% | $10,843-98.6% | $11,596-98.7% |