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 10-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 | $215,178 | $97,125+121.5% | $86,233+149.5% | $137,256+56.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 0.28% | 74.19%-73.9pp | 61.39%-61.1pp | 220.34%-220.1pp |
| Employer contribution / active EE | $2,109 | $2,841-25.8% | $2,504-15.8% | $4,156-49.3% |
| Participant deferral / active EE | $2,229 | $5,180-57.0% | $4,559-51.1% | $6,407-65.2% |
| Admin fee / account holder | $27 | $9,725-99.7% | $8,342-99.7% | $12,270-99.8% |