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 | $226,381 | $95,266+137.6% | $82,389+174.8% | $142,382+59.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 3.72% | 25.74%-22.0pp | 28.67%-24.9pp | 217.08%-213.4pp |
| Employer contribution / active EE | $18,880 | $2,991+531.2% | $2,517+650.1% | $4,299+339.2% |
| Participant deferral / active EE | $9,441 | $4,809+96.3% | $4,155+127.3% | $6,507+45.1% |
| Admin fee / account holder | $0 | $8,563-100.0% | $7,231-100.0% | $12,624-100.0% |