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 | $59,445 | $157,256-62.2% | $141,162-57.9% | $152,861-61.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 7.04% | 64.32%-57.3pp | 71.39%-64.4pp | 345.32%-338.3pp |
| Employer contribution / active EE | $12,950 | $5,261+146.2% | $4,735+173.5% | $4,762+171.9% |
| Participant deferral / active EE | $16,667 | $7,109+134.4% | $6,709+148.4% | $5,850+184.9% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |