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 | $70,835 | $54,762+29.4% | $90,281-21.5% | $72,985-2.9% |
| Participation rate | 86.4% | 65.1%+21.2pp | 73.3%+13.1pp | 69.5%+16.9pp |
| Annual return | 11.29% | 30.63%-19.3pp | 78.10%-66.8pp | 81.00%-69.7pp |
| Employer contribution / active EE | $2,364 | $2,092+13.0% | $2,854-17.2% | $2,440-3.1% |
| Participant deferral / active EE | $3,654 | $2,887+26.6% | $3,885-5.9% | $3,607+1.3% |
| Admin fee / account holder | $224 | $3,972-94.4% | $5,351-95.8% | $5,124-95.6% |