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 | $127,473 | $148,534-14.2% | $135,903-6.2% | $139,434-8.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 7.38% | 79.19%-71.8pp | 68.23%-60.9pp | 372.94%-365.6pp |
| Employer contribution / active EE | $3,020 | $5,243-42.4% | $4,856-37.8% | $4,751-36.4% |
| Participant deferral / active EE | $3,775 | $8,100-53.4% | $7,758-51.3% | $6,710-43.7% |
| Admin fee / account holder | $30 | $12,400-99.8% | $10,762-99.7% | $11,403-99.7% |