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 5-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 | $33,589 | $111,724-69.9% | $93,606-64.1% | $145,922-77.0% |
| Participation rate | 85.7% | 74.2%+11.5pp | 68.7%+17.0pp | 80.3%+5.4pp |
| Annual return | 3.39% | 202.98%-199.6pp | 133.20%-129.8pp | 561.29%-557.9pp |
| Employer contribution / active EE | $5,997 | $3,090+94.1% | $2,420+147.8% | $4,660+28.7% |
| Participant deferral / active EE | $8,882 | $4,912+80.8% | $4,411+101.4% | $6,688+32.8% |
| Admin fee / account holder | $214 | $10,250-97.9% | $8,285-97.4% | $13,397-98.4% |