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 | $46,747 | $198,466-76.4% | $170,442-72.6% | $147,584-68.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 4.21% | 257.29%-253.1pp | 205.93%-201.7pp | 578.55%-574.3pp |
| Employer contribution / active EE | $20,200 | $6,184+226.7% | $5,433+271.8% | $4,876+314.2% |
| Participant deferral / active EE | $21,000 | $5,629+273.0% | $4,939+325.1% | $5,439+286.1% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |