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 4-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 | $32,997 | $201,272-83.6% | $184,203-82.1% | $145,922-77.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 5.68% | 29.00%-23.3pp | 28.81%-23.1pp | 561.29%-555.6pp |
| Employer contribution / active EE | $13,566 | $7,022+93.2% | $6,427+111.1% | $4,660+191.1% |
| Participant deferral / active EE | $8,714 | $9,806-11.1% | $9,131-4.6% | $6,688+30.3% |
| Admin fee / account holder | $113 | $16,364-99.3% | $13,901-99.2% | $13,397-99.2% |