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 | $38,479 | $202,318-81.0% | $172,739-77.7% | $152,861-74.8% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.4%-7.4pp |
| Annual return | 8.95% | 1029.65%-1020.7pp | 802.84%-793.9pp | 345.32%-336.4pp |
| Employer contribution / active EE | $5,059 | $5,856-13.6% | $5,143-1.6% | $4,762+6.2% |
| Participant deferral / active EE | $5,614 | $5,948-5.6% | $5,198+8.0% | $5,850-4.0% |
| Admin fee / account holder | $185 | $17,109-98.9% | $13,954-98.7% | $11,596-98.4% |