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 | $63,613 | $177,572-64.2% | $154,803-58.9% | $142,382-55.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 5.07% | 65.07%-60.0pp | 58.88%-53.8pp | 217.08%-212.0pp |
| Employer contribution / active EE | $13,559 | $4,810+181.9% | $4,305+214.9% | $4,299+215.4% |
| Participant deferral / active EE | $7,998 | $6,272+27.5% | $5,540+44.4% | $6,507+22.9% |
| Admin fee / account holder | $123 | $16,786-99.3% | $14,329-99.1% | $12,624-99.0% |