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 | $114,601 | $197,591-42.0% | $177,821-35.6% | $158,922-27.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 3.84% | 58.76%-54.9pp | 48.32%-44.5pp | 302.83%-299.0pp |
| Employer contribution / active EE | $7,169 | $6,697+7.0% | $5,918+21.1% | $4,761+50.6% |
| Participant deferral / active EE | $13,348 | $8,405+58.8% | $7,714+73.0% | $5,982+123.1% |
| Admin fee / account holder | $258 | $15,399-98.3% | $12,427-97.9% | $11,246-97.7% |