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 | $61,205 | $165,335-63.0% | $149,696-59.1% | $158,922-61.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 0.16% | 348.15%-348.0pp | 276.60%-276.4pp | 302.83%-302.7pp |
| Employer contribution / active EE | $26,362 | $5,103+416.6% | $4,644+467.6% | $4,761+453.7% |
| Participant deferral / active EE | $16,033 | $7,181+123.3% | $6,842+134.3% | $5,982+168.0% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |