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 | $59,348 | $148,534-60.0% | $135,903-56.3% | $139,434-57.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 6.94% | 79.19%-72.3pp | 68.23%-61.3pp | 372.94%-366.0pp |
| Employer contribution / active EE | $3,642 | $5,243-30.5% | $4,856-25.0% | $4,751-23.3% |
| Participant deferral / active EE | $11,150 | $8,100+37.7% | $7,758+43.7% | $6,710+66.2% |
| Admin fee / account holder | $1 | $12,400-100.0% | $10,762-100.0% | $11,403-100.0% |