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 7-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 | $57,385 | $228,332-74.9% | $185,823-69.1% | $158,922-63.9% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 0.52% | 40.80%-40.3pp | 35.95%-35.4pp | 302.83%-302.3pp |
| Employer contribution / active EE | $45,234 | $4,967+810.8% | $4,087+1006.7% | $4,761+850.1% |
| Participant deferral / active EE | $26,000 | $6,415+305.3% | $5,632+361.7% | $5,982+334.6% |
| Admin fee / account holder | $153 | $11,864-98.7% | $9,500-98.4% | $11,246-98.6% |