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 4-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 | $25,514 | $106,515-76.0% | $96,683-73.6% | $139,434-81.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 10.18% | 38.43%-28.2pp | 35.69%-25.5pp | 372.94%-362.8pp |
| Employer contribution / active EE | $1,082 | $4,103-73.6% | $3,737-71.0% | $4,751-77.2% |
| Participant deferral / active EE | $5,250 | $5,454-3.7% | $4,878+7.6% | $6,710-21.8% |
| Admin fee / account holder | $226 | $7,877-97.1% | $6,730-96.6% | $11,403-98.0% |