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 8-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 | $57,527 | $201,272-71.4% | $184,203-68.8% | $145,922-60.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | -3.50% | 29.00%-32.5pp | 28.81%-32.3pp | 561.29%-564.8pp |
| Employer contribution / active EE | $30,997 | $7,022+341.4% | $6,427+382.3% | $4,660+565.2% |
| Participant deferral / active EE | $7,625 | $9,806-22.2% | $9,131-16.5% | $6,688+14.0% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,901-100.0% | $13,397-100.0% |