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 | $50,927 | $110,261-53.8% | $95,745-46.8% | $139,434-63.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | -0.22% | 27.11%-27.3pp | 28.35%-28.6pp | 372.94%-373.2pp |
| Employer contribution / active EE | $12,667 | $3,257+288.9% | $2,835+346.9% | $4,751+166.6% |
| Participant deferral / active EE | $20,000 | $4,676+327.7% | $4,245+371.2% | $6,710+198.1% |
| Admin fee / account holder | $40 | $6,613-99.4% | $5,678-99.3% | $11,403-99.6% |