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 5-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 | $29,826 | $88,751-66.4% | $81,812-63.5% | $145,922-79.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 2.50% | 1025.40%-1022.9pp | 773.79%-771.3pp | 561.29%-558.8pp |
| Employer contribution / active EE | $3,512 | $3,083+13.9% | $2,912+20.6% | $4,660-24.6% |
| Participant deferral / active EE | $5,667 | $4,643+22.0% | $4,319+31.2% | $6,688-15.3% |
| Admin fee / account holder | $83 | $8,415-99.0% | $7,386-98.9% | $13,397-99.4% |