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 3-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 | $32,248 | $102,245-68.5% | $89,340-63.9% | $137,256-76.5% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 6.25% | 21.89%-15.6pp | 20.57%-14.3pp | 220.34%-214.1pp |
| Employer contribution / active EE | $1,489 | $2,529-41.1% | $2,231-33.3% | $4,156-64.2% |
| Participant deferral / active EE | $8,203 | $4,436+84.9% | $3,823+114.6% | $6,407+28.0% |
| Admin fee / account holder | $258 | $8,085-96.8% | $6,704-96.2% | $12,270-97.9% |