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 | $43,157 | $114,381-62.3% | $107,525-59.9% | $142,382-69.7% |
| Participation rate | 85.7% | 78.1%+7.6pp | 75.1%+10.6pp | 80.1%+5.6pp |
| Annual return | 2.15% | 242.71%-240.6pp | 181.32%-179.2pp | 217.08%-214.9pp |
| Employer contribution / active EE | $2,688 | $4,015-33.0% | $3,754-28.4% | $4,299-37.5% |
| Participant deferral / active EE | $8,423 | $5,564+51.4% | $5,116+64.7% | $6,507+29.4% |
| Admin fee / account holder | $213 | $9,860-97.8% | $8,919-97.6% | $12,624-98.3% |