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 | $59,557 | $81,460-26.9% | $103,333-42.4% | $80,856-26.3% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 5.24% | 25.55%-20.3pp | 24.88%-19.6pp | 35.59%-30.4pp |
| Employer contribution / active EE | $7,813 | $3,105+151.6% | $3,868+102.0% | $2,755+183.6% |
| Participant deferral / active EE | $0 | $3,869-100.0% | $5,057-100.0% | $4,296-100.0% |
| Admin fee / account holder | $130 | $6,566-98.0% | $8,355-98.4% | $6,918-98.1% |