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 4-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 | $55,511 | $110,257-49.7% | $96,544-42.5% | $139,434-60.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 5.64% | 26.32%-20.7pp | 25.84%-20.2pp | 372.94%-367.3pp |
| Employer contribution / active EE | $3,521 | $3,620-2.7% | $2,965+18.8% | $4,751-25.9% |
| Participant deferral / active EE | $3,226 | $5,548-41.8% | $4,851-33.5% | $6,710-51.9% |
| Admin fee / account holder | $0 | $11,591-100.0% | $8,252-100.0% | $11,403-100.0% |