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 | $10,676 | $88,751-88.0% | $81,812-87.0% | $145,922-92.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 7.25% | 1025.40%-1018.2pp | 773.79%-766.5pp | 561.29%-554.0pp |
| Employer contribution / active EE | $526 | $3,083-82.9% | $2,912-81.9% | $4,660-88.7% |
| Participant deferral / active EE | $803 | $4,643-82.7% | $4,319-81.4% | $6,688-88.0% |
| Admin fee / account holder | $148 | $8,415-98.2% | $7,386-98.0% | $13,397-98.9% |