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 | $85,342 | $181,894-53.1% | $156,549-45.5% | $273,961-68.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 2.57% | 30.74%-28.2pp | 32.23%-29.7pp | 41.45%-38.9pp |
| Employer contribution / active EE | $4,183 | $6,248-33.1% | $5,501-24.0% | $4,869-14.1% |
| Participant deferral / active EE | $7,616 | $5,550+37.2% | $4,871+56.4% | $5,287+44.1% |
| Admin fee / account holder | $9 | $15,559-99.9% | $13,027-99.9% | $10,132-99.9% |