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 7-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 | $21,444 | $81,233-73.6% | $155,567-86.2% | $80,874-73.5% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 6.25% | 33.33%-27.1pp | 64.74%-58.5pp | 35.62%-29.4pp |
| Employer contribution / active EE | $10,260 | $3,101+230.9% | $4,674+119.5% | $2,756+272.3% |
| Participant deferral / active EE | $4,682 | $3,452+35.6% | $5,628-16.8% | $4,297+9.0% |
| Admin fee / account holder | $295 | $7,998-96.3% | $15,916-98.1% | $6,935-95.7% |