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 | $22,239 | $169,161-86.9% | $129,295-82.8% | $145,959-84.8% |
| Participation rate | 80.0% | 76.5%+3.5pp | 69.6%+10.4pp | 80.3%-0.3pp |
| Annual return | 6.80% | 14348.07%-14341.3pp | 9429.28%-9422.5pp | 561.95%-555.2pp |
| Employer contribution / active EE | $2,953 | $5,543-46.7% | $4,157-29.0% | $4,661-36.6% |
| Participant deferral / active EE | $3,781 | $4,989-24.2% | $4,169-9.3% | $6,689-43.5% |
| Admin fee / account holder | $158 | $9,878-98.4% | $7,665-97.9% | $13,398-98.8% |