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 5-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 | $47,975 | $159,901-70.0% | $146,958-67.4% | $145,922-67.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 4.63% | 98.13%-93.5pp | 418.34%-413.7pp | 561.29%-556.7pp |
| Employer contribution / active EE | $3,383 | $5,286-36.0% | $4,933-31.4% | $4,660-27.4% |
| Participant deferral / active EE | $10,450 | $8,428+24.0% | $8,070+29.5% | $6,688+56.3% |
| Admin fee / account holder | $219 | $15,044-98.5% | $12,998-98.3% | $13,397-98.4% |