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 | $150,899 | $176,056-14.3% | $159,436-5.4% | $167,490-9.9% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 9.39% | 331.75%-322.4pp | 263.57%-254.2pp | 478.56%-469.2pp |
| Employer contribution / active EE | $10,168 | $5,297+91.9% | $4,829+110.5% | $4,837+110.2% |
| Participant deferral / active EE | $11,083 | $7,750+43.0% | $7,352+50.7% | $6,341+74.8% |
| Admin fee / account holder | $116 | $12,554-99.1% | $10,799-98.9% | $12,309-99.1% |