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 | $46,796 | $107,934-56.6% | $91,989-49.1% | $152,861-69.4% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 12.32% | 89.24%-76.9pp | 69.02%-56.7pp | 345.32%-333.0pp |
| Employer contribution / active EE | $17,638 | $4,210+319.0% | $3,452+411.0% | $4,762+270.4% |
| Participant deferral / active EE | $14,177 | $6,364+122.8% | $5,923+139.4% | $5,850+142.3% |
| Admin fee / account holder | $0 | $10,520-100.0% | $7,743-100.0% | $11,596-100.0% |