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 | $75,440 | $95,803-21.3% | $113,168-33.3% | $84,808-11.0% |
| Participation rate | 78.4% | 72.9%+5.5pp | 76.6%+1.8pp | 68.3%+10.1pp |
| Annual return | 11.99% | 25.00%-13.0pp | 24.27%-12.3pp | 40.90%-28.9pp |
| Employer contribution / active EE | $2,417 | $2,360+2.4% | $2,975-18.7% | $2,631-8.1% |
| Participant deferral / active EE | $5,162 | $4,242+21.7% | $5,107+1.1% | $4,212+22.6% |
| Admin fee / account holder | $112 | $8,989-98.8% | $12,068-99.1% | $7,344-98.5% |