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 7-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 | $31,471 | $127,264-75.3% | $109,895-71.4% | $167,490-81.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 5.45% | 22.97%-17.5pp | 29.45%-24.0pp | 478.56%-473.1pp |
| Employer contribution / active EE | $1,128 | $3,322-66.0% | $2,842-60.3% | $4,837-76.7% |
| Participant deferral / active EE | $5,778 | $4,514+28.0% | $4,048+42.7% | $6,341-8.9% |
| Admin fee / account holder | $190 | $7,114-97.3% | $6,066-96.9% | $12,309-98.5% |