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 | $93,231 | $103,376-9.8% | $87,100+7.0% | $152,861-39.0% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 5.93% | 28.10%-22.2pp | 28.19%-22.3pp | 345.32%-339.4pp |
| Employer contribution / active EE | $2,627 | $3,220-18.4% | $2,521+4.2% | $4,762-44.8% |
| Participant deferral / active EE | $8,848 | $4,778+85.2% | $4,049+118.5% | $5,850+51.2% |
| Admin fee / account holder | $0 | $12,205-100.0% | $7,497-100.0% | $11,596-100.0% |