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 | $104,610 | $150,440-30.5% | $136,294-23.2% | $147,584-29.1% |
| Participation rate | 90.9% | 84.4%+6.5pp | 81.9%+9.0pp | 82.8%+8.1pp |
| Annual return | 9.45% | 1049.08%-1039.6pp | 5155.94%-5146.5pp | 578.55%-569.1pp |
| Employer contribution / active EE | $2,650 | $5,256-49.6% | $4,695-43.6% | $4,876-45.7% |
| Participant deferral / active EE | $4,208 | $6,630-36.5% | $6,247-32.6% | $5,439-22.6% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |