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 6-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 | $72,976 | $209,832-65.2% | $189,513-61.5% | $167,490-56.4% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 4.80% | 748.27%-743.5pp | 555.15%-550.4pp | 478.56%-473.8pp |
| Employer contribution / active EE | $11,025 | $6,914+59.5% | $6,162+78.9% | $4,837+127.9% |
| Participant deferral / active EE | $13,000 | $8,935+45.5% | $8,221+58.1% | $6,341+105.0% |
| Admin fee / account holder | $0 | $14,293-100.0% | $12,045-100.0% | $12,309-100.0% |