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 10-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 | $133,512 | $90,503+47.5% | $78,689+69.7% | $273,961-51.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 1.49% | 75.60%-74.1pp | 62.18%-60.7pp | 41.45%-40.0pp |
| Employer contribution / active EE | $4,531 | $3,176+42.7% | $2,851+58.9% | $4,869-6.9% |
| Participant deferral / active EE | $12,960 | $3,901+232.2% | $3,517+268.5% | $5,287+145.1% |
| Admin fee / account holder | $38 | $5,263-99.3% | $4,510-99.2% | $10,132-99.6% |