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 10-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 | $36,391 | $178,174-79.6% | $156,181-76.7% | $137,256-73.5% |
| Participation rate | 95.5% | 82.0%+13.4pp | 78.8%+16.6pp | 80.0%+15.5pp |
| Annual return | -0.34% | 84.19%-84.5pp | 64.87%-65.2pp | 220.34%-220.7pp |
| Employer contribution / active EE | $3,103 | $4,972-37.6% | $4,294-27.7% | $4,156-25.3% |
| Participant deferral / active EE | $4,080 | $6,888-40.8% | $6,132-33.5% | $6,407-36.3% |
| Admin fee / account holder | $79 | $17,404-99.5% | $14,586-99.5% | $12,270-99.4% |