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 | $17,737 | $90,503-80.4% | $78,689-77.5% | $273,961-93.5% |
| Participation rate | 94.4% | 76.5%+17.9pp | 73.6%+20.9pp | 83.0%+11.4pp |
| Annual return | 1.18% | 75.60%-74.4pp | 62.18%-61.0pp | 41.45%-40.3pp |
| Employer contribution / active EE | $622 | $3,176-80.4% | $2,851-78.2% | $4,869-87.2% |
| Participant deferral / active EE | $2,122 | $3,901-45.6% | $3,517-39.6% | $5,287-59.9% |
| Admin fee / account holder | $8 | $5,263-99.9% | $4,510-99.8% | $10,132-99.9% |