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 5-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 | $66,697 | $183,519-63.7% | $155,509-57.1% | $145,922-54.3% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 3.25% | 61.17%-57.9pp | 64.67%-61.4pp | 561.29%-558.0pp |
| Employer contribution / active EE | $8,383 | $5,313+57.8% | $4,672+79.4% | $4,660+79.9% |
| Participant deferral / active EE | $6,571 | $6,462+1.7% | $5,626+16.8% | $6,688-1.7% |
| Admin fee / account holder | $109 | $19,313-99.4% | $15,912-99.3% | $13,397-99.2% |