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 | $201,105 | $77,899+158.2% | $149,673+34.4% | $75,163+167.6% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | -4.92% | 31.72%-36.6pp | 134.42%-139.3pp | 160.62%-165.5pp |
| Employer contribution / active EE | $4,661 | $3,137+48.6% | $4,818-3.2% | $2,670+74.6% |
| Participant deferral / active EE | $4,614 | $3,411+35.3% | $5,680-18.8% | $4,125+11.8% |
| Admin fee / account holder | $0 | $5,956-100.0% | $13,210-100.0% | $5,651-100.0% |