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 | $34,720 | $177,572-80.4% | $154,803-77.6% | $142,382-75.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 10.44% | 65.07%-54.6pp | 58.88%-48.4pp | 217.08%-206.6pp |
| Employer contribution / active EE | $13,393 | $4,810+178.4% | $4,305+211.1% | $4,299+211.5% |
| Participant deferral / active EE | $9,445 | $6,272+50.6% | $5,540+70.5% | $6,507+45.2% |
| Admin fee / account holder | $241 | $16,786-98.6% | $14,329-98.3% | $12,624-98.1% |