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 7-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 | $29,995 | $176,812-83.0% | $146,665-79.5% | $167,490-82.1% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 1.25% | 24.03%-22.8pp | 22.74%-21.5pp | 478.56%-477.3pp |
| Employer contribution / active EE | $4,630 | $5,160-10.3% | $4,136+11.9% | $4,837-4.3% |
| Participant deferral / active EE | $9,200 | $6,440+42.9% | $5,506+67.1% | $6,341+45.1% |
| Admin fee / account holder | $0 | $13,259-100.0% | $10,280-100.0% | $12,309-100.0% |