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 | $72,015 | $96,635-25.5% | $86,612-16.9% | $139,434-48.4% |
| Participation rate | 94.4% | 74.4%+20.0pp | 71.7%+22.7pp | 80.3%+14.1pp |
| Annual return | 7.31% | 106.41%-99.1pp | 591.07%-583.8pp | 372.94%-365.6pp |
| Employer contribution / active EE | $2,917 | $3,263-10.6% | $3,022-3.5% | $4,751-38.6% |
| Participant deferral / active EE | $0 | $4,836-100.0% | $4,438-100.0% | $6,710-100.0% |
| Admin fee / account holder | $61 | $6,408-99.1% | $5,614-98.9% | $11,403-99.5% |