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 | $45,468 | $165,335-72.5% | $149,696-69.6% | $158,922-71.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 5.07% | 348.15%-343.1pp | 276.60%-271.5pp | 302.83%-297.8pp |
| Employer contribution / active EE | $2,953 | $5,103-42.1% | $4,644-36.4% | $4,761-38.0% |
| Participant deferral / active EE | $3,347 | $7,181-53.4% | $6,842-51.1% | $5,982-44.1% |
| Admin fee / account holder | $149 | $10,807-98.6% | $9,309-98.4% | $11,246-98.7% |