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 | $52,579 | $90,348-41.8% | $75,972-30.8% | $145,922-64.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 5.21% | 620.88%-615.7pp | 359.55%-354.3pp | 561.29%-556.1pp |
| Employer contribution / active EE | $2,465 | $3,311-25.5% | $2,685-8.2% | $4,660-47.1% |
| Participant deferral / active EE | $5,090 | $5,162-1.4% | $4,255+19.6% | $6,688-23.9% |
| Admin fee / account holder | $224 | $8,467-97.3% | $6,467-96.5% | $13,397-98.3% |