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 | $48,156 | $99,020-51.4% | $86,590-44.4% | $147,584-67.4% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 5.96% | 1312.34%-1306.4pp | 964.84%-958.9pp | 578.55%-572.6pp |
| Employer contribution / active EE | $9,851 | $3,132+214.5% | $2,839+247.0% | $4,876+102.0% |
| Participant deferral / active EE | $1,765 | $3,972-55.6% | $3,609-51.1% | $5,439-67.5% |
| Admin fee / account holder | $0 | $5,710-100.0% | $4,906-100.0% | $10,885-100.0% |