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 | $93,977 | $232,540-59.6% | $185,117-49.2% | $147,584-36.3% |
| Participation rate | 91.7% | 82.4%+9.3pp | 77.3%+14.4pp | 82.8%+8.8pp |
| Annual return | 4.05% | 43.03%-39.0pp | 40.50%-36.5pp | 578.55%-574.5pp |
| Employer contribution / active EE | $3,290 | $5,195-36.7% | $4,182-21.3% | $4,876-32.5% |
| Participant deferral / active EE | $9,259 | $5,834+58.7% | $5,045+83.5% | $5,439+70.2% |
| Admin fee / account holder | $2 | $10,275-100.0% | $8,159-100.0% | $10,885-100.0% |