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 6-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 | $43,307 | $80,968-46.5% | $96,544-55.1% | $75,163-42.4% |
| Participation rate | 98.8% | 71.8%+27.0pp | 76.0%+22.8pp | 67.2%+31.6pp |
| Annual return | 2.04% | 27.06%-25.0pp | 25.84%-23.8pp | 160.62%-158.6pp |
| Employer contribution / active EE | $18,110 | $2,282+693.7% | $2,965+510.8% | $2,670+578.3% |
| Participant deferral / active EE | $0 | $3,928-100.0% | $4,851-100.0% | $4,125-100.0% |
| Admin fee / account holder | $109 | $6,724-98.4% | $8,252-98.7% | $5,651-98.1% |