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 7-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 | $93,987 | $154,117-39.0% | $129,995-27.7% | $139,434-32.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 4.58% | 32.48%-27.9pp | -137.18%+141.8pp | 372.94%-368.4pp |
| Employer contribution / active EE | $2,818 | $5,289-46.7% | $4,320-34.8% | $4,751-40.7% |
| Participant deferral / active EE | $20,880 | $6,710+211.2% | $5,820+258.8% | $6,710+211.2% |
| Admin fee / account holder | $10 | $14,007-99.9% | $10,614-99.9% | $11,403-99.9% |