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 3-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 | $38,051 | $172,111-77.9% | $150,298-74.7% | $137,256-72.3% |
| Participation rate | 81.8% | 81.7%+0.1pp | 77.8%+4.1pp | 80.0%+1.9pp |
| Annual return | 0.43% | 69.37%-68.9pp | 62.79%-62.4pp | 220.34%-219.9pp |
| Employer contribution / active EE | $5,346 | $4,636+15.3% | $4,154+28.7% | $4,156+28.6% |
| Participant deferral / active EE | $9,164 | $6,166+48.6% | $5,453+68.1% | $6,407+43.0% |
| Admin fee / account holder | $213 | $16,471-98.7% | $14,116-98.5% | $12,270-98.3% |