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 | $152,283 | $209,411-27.3% | $178,490-14.7% | $158,922-4.2% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 3.31% | 188.75%-185.4pp | 151.07%-147.8pp | 302.83%-299.5pp |
| Employer contribution / active EE | $5,993 | $5,706+5.0% | $5,011+19.6% | $4,761+25.9% |
| Participant deferral / active EE | $8,214 | $5,954+37.9% | $5,202+57.9% | $5,982+37.3% |
| Admin fee / account holder | $0 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |