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 | $22,953 | $165,912-86.2% | $122,332-81.2% | $147,584-84.4% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 5.85% | 34.55%-28.7pp | 30.27%-24.4pp | 578.55%-572.7pp |
| Employer contribution / active EE | $20,183 | $5,754+250.7% | $4,050+398.3% | $4,876+313.9% |
| Participant deferral / active EE | $12,425 | $4,005+210.2% | $3,287+278.0% | $5,439+128.5% |
| Admin fee / account holder | $35 | $7,424-99.5% | $5,478-99.4% | $10,885-99.7% |