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 | $37,615 | $148,534-74.7% | $135,903-72.3% | $139,434-73.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 11.90% | 79.19%-67.3pp | 68.23%-56.3pp | 372.94%-361.0pp |
| Employer contribution / active EE | $5,731 | $5,243+9.3% | $4,856+18.0% | $4,751+20.6% |
| Participant deferral / active EE | $12,729 | $8,100+57.1% | $7,758+64.1% | $6,710+89.7% |
| Admin fee / account holder | $168 | $12,400-98.6% | $10,762-98.4% | $11,403-98.5% |