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 | $107,513 | $183,519-41.4% | $155,509-30.9% | $145,922-26.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.68% | 61.17%-52.5pp | 64.67%-56.0pp | 561.29%-552.6pp |
| Employer contribution / active EE | $2,206 | $5,313-58.5% | $4,672-52.8% | $4,660-52.7% |
| Participant deferral / active EE | $6,035 | $6,462-6.6% | $5,626+7.3% | $6,688-9.8% |
| Admin fee / account holder | $78 | $19,313-99.6% | $15,912-99.5% | $13,397-99.4% |