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 8-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 | $102,875 | $49,280+108.8% | $67,313+52.8% | $64,186+60.3% |
| Participation rate | 100.0% | 60.8%+39.2pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | -14.20% | -1.39%-12.8pp | -4.08%-10.1pp | 7.63%-21.8pp |
| Employer contribution / active EE | $36,549 | $1,668+2090.6% | $2,566+1324.6% | $2,381+1435.1% |
| Participant deferral / active EE | $20,735 | $2,484+734.7% | $3,568+481.1% | $3,470+497.6% |
| Admin fee / account holder | $44 | $3,863-98.9% | $4,507-99.0% | $4,888-99.1% |