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 | $22,973 | $111,724-79.4% | $93,606-75.5% | $145,922-84.3% |
| Participation rate | 90.9% | 74.2%+16.7pp | 68.7%+22.2pp | 80.3%+10.6pp |
| Annual return | 4.93% | 202.98%-198.1pp | 133.20%-128.3pp | 561.29%-556.4pp |
| Employer contribution / active EE | $10,115 | $3,090+227.4% | $2,420+318.0% | $4,660+117.1% |
| Participant deferral / active EE | $0 | $4,912-100.0% | $4,411-100.0% | $6,688-100.0% |
| Admin fee / account holder | $72 | $10,250-99.3% | $8,285-99.1% | $13,397-99.5% |