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 | $33,324 | $106,515-68.7% | $96,683-65.5% | $139,434-76.1% |
| Participation rate | 80.0% | 77.8%+2.2pp | 74.3%+5.7pp | 80.3%-0.3pp |
| Annual return | 10.59% | 38.43%-27.8pp | 35.69%-25.1pp | 372.94%-362.4pp |
| Employer contribution / active EE | $3,837 | $4,103-6.5% | $3,737+2.7% | $4,751-19.2% |
| Participant deferral / active EE | $5,843 | $5,454+7.1% | $4,878+19.8% | $6,710-12.9% |
| Admin fee / account holder | $14 | $7,877-99.8% | $6,730-99.8% | $11,403-99.9% |