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 | $35,459 | $214,378-83.5% | $200,582-82.3% | $142,382-75.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 8.35% | 46.41%-38.1pp | 42.33%-34.0pp | 217.08%-208.7pp |
| Employer contribution / active EE | $4,134 | $6,841-39.6% | $6,419-35.6% | $4,299-3.8% |
| Participant deferral / active EE | $4,532 | $9,865-54.1% | $9,331-51.4% | $6,507-30.4% |
| Admin fee / account holder | $36 | $17,692-99.8% | $16,305-99.8% | $12,624-99.7% |