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 | $112,767 | $116,175-2.9% | $93,606+20.5% | $152,861-26.2% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 3.68% | 35.96%-32.3pp | 32.76%-29.1pp | 345.32%-341.6pp |
| Employer contribution / active EE | $1,751 | $3,218-45.6% | $2,718-35.6% | $4,762-63.2% |
| Participant deferral / active EE | $9,444 | $4,603+105.2% | $4,069+132.1% | $5,850+61.4% |
| Admin fee / account holder | $113 | $10,748-98.9% | $7,888-98.6% | $11,596-99.0% |