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 5-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 | $50,167 | $159,934-68.6% | $147,005-65.9% | $145,959-65.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 3.91% | 98.24%-94.3pp | 418.76%-414.9pp | 561.95%-558.0pp |
| Employer contribution / active EE | $6,032 | $5,287+14.1% | $4,934+22.2% | $4,661+29.4% |
| Participant deferral / active EE | $7,776 | $8,427-7.7% | $8,070-3.6% | $6,689+16.3% |
| Admin fee / account holder | $24 | $15,053-99.8% | $13,006-99.8% | $13,398-99.8% |