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 4-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 | $63,243 | $88,751-28.7% | $81,812-22.7% | $145,922-56.7% |
| Participation rate | 75.0% | 75.0%0pp | 72.3%+2.7pp | 80.3%-5.3pp |
| Annual return | 8.42% | 1025.40%-1017.0pp | 773.79%-765.4pp | 561.29%-552.9pp |
| Employer contribution / active EE | $1,447 | $3,083-53.1% | $2,912-50.3% | $4,660-68.9% |
| Participant deferral / active EE | $2,714 | $4,643-41.6% | $4,319-37.2% | $6,688-59.4% |
| Admin fee / account holder | $39 | $8,415-99.5% | $7,386-99.5% | $13,397-99.7% |