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 3-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 | $70,653 | $69,207+2.1% | $64,056+10.3% | $139,434-49.3% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 1.01% | 45.88%-44.9pp | 33.69%-32.7pp | 372.94%-371.9pp |
| Employer contribution / active EE | $29,073 | $3,182+813.6% | $2,747+958.5% | $4,751+512.0% |
| Participant deferral / active EE | $22,500 | $4,682+380.6% | $3,880+479.9% | $6,710+235.3% |
| Admin fee / account holder | $0 | $4,244-100.0% | $3,068-100.0% | $11,403-100.0% |