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 9-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 | $22,572 | $183,519-87.7% | $155,509-85.5% | $145,922-84.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 1.62% | 61.17%-59.5pp | 64.67%-63.0pp | 561.29%-559.7pp |
| Employer contribution / active EE | $1,586 | $5,313-70.2% | $4,672-66.1% | $4,660-66.0% |
| Participant deferral / active EE | $2,113 | $6,462-67.3% | $5,626-62.4% | $6,688-68.4% |
| Admin fee / account holder | $196 | $19,313-99.0% | $15,912-98.8% | $13,397-98.5% |