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 | $75,906 | $135,952-44.2% | $123,892-38.7% | $273,961-72.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 1.96% | 56.63%-54.7pp | 47.52%-45.6pp | 41.45%-39.5pp |
| Employer contribution / active EE | $7,132 | $5,170+38.0% | $4,617+54.5% | $4,869+46.5% |
| Participant deferral / active EE | $8,977 | $6,343+41.5% | $5,984+50.0% | $5,287+69.8% |
| Admin fee / account holder | $292 | $9,817-97.0% | $8,357-96.5% | $10,132-97.1% |