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 7-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 | $115,869 | $69,207+67.4% | $64,056+80.9% | $139,434-16.9% |
| Participation rate | 88.9% | 75.6%+13.3pp | 72.3%+16.6pp | 80.3%+8.6pp |
| Annual return | 8.50% | 45.88%-37.4pp | 33.69%-25.2pp | 372.94%-364.4pp |
| Employer contribution / active EE | $3,084 | $3,182-3.1% | $2,747+12.3% | $4,751-35.1% |
| Participant deferral / active EE | $0 | $4,682-100.0% | $3,880-100.0% | $6,710-100.0% |
| Admin fee / account holder | $6 | $4,244-99.9% | $3,068-99.8% | $11,403-99.9% |