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 8-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 | $62,004 | $172,111-64.0% | $150,298-58.7% | $137,256-54.8% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 10.37% | 69.37%-59.0pp | 62.79%-52.4pp | 220.34%-210.0pp |
| Employer contribution / active EE | $4,170 | $4,636-10.1% | $4,154+0.4% | $4,156+0.3% |
| Participant deferral / active EE | $4,170 | $6,166-32.4% | $5,453-23.5% | $6,407-34.9% |
| Admin fee / account holder | $256 | $16,471-98.4% | $14,116-98.2% | $12,270-97.9% |