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 | $106,412 | $165,335-35.6% | $149,696-28.9% | $158,922-33.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 1.05% | 348.15%-347.1pp | 276.60%-275.6pp | 302.83%-301.8pp |
| Employer contribution / active EE | $23,569 | $5,103+361.9% | $4,644+407.5% | $4,761+395.0% |
| Participant deferral / active EE | $24,817 | $7,181+245.6% | $6,842+262.7% | $5,982+314.9% |
| Admin fee / account holder | $140 | $10,807-98.7% | $9,309-98.5% | $11,246-98.8% |