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 3-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 | $42,845 | $90,348-52.6% | $75,972-43.6% | $145,922-70.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 5.97% | 620.88%-614.9pp | 359.55%-353.6pp | 561.29%-555.3pp |
| Employer contribution / active EE | $7,642 | $3,311+130.8% | $2,685+184.6% | $4,660+64.0% |
| Participant deferral / active EE | $4,260 | $5,162-17.5% | $4,255+0.1% | $6,688-36.3% |
| Admin fee / account holder | $22 | $8,467-99.7% | $6,467-99.7% | $13,397-99.8% |