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 9-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 | $80,207 | $209,411-61.7% | $178,490-55.1% | $158,922-49.5% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 3.09% | 188.75%-185.7pp | 151.07%-148.0pp | 302.83%-299.7pp |
| Employer contribution / active EE | $8,498 | $5,706+48.9% | $5,011+69.6% | $4,761+78.5% |
| Participant deferral / active EE | $3,945 | $5,954-33.7% | $5,202-24.2% | $5,982-34.1% |
| Admin fee / account holder | $225 | $17,074-98.7% | $13,984-98.4% | $11,246-98.0% |