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 | $153,950 | $112,729+36.6% | $98,716+56.0% | $137,256+12.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 7.65% | 38.48%-30.8pp | 31.81%-24.2pp | 220.34%-212.7pp |
| Employer contribution / active EE | $2,171 | $2,725-20.4% | $2,279-4.7% | $4,156-47.8% |
| Participant deferral / active EE | $4,659 | $4,640+0.4% | $4,048+15.1% | $6,407-27.3% |
| Admin fee / account holder | $14 | $10,129-99.9% | $8,703-99.8% | $12,270-99.9% |