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 | $108,838 | $110,257-1.3% | $96,544+12.7% | $139,434-21.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 6.00% | 26.32%-20.3pp | 25.84%-19.8pp | 372.94%-366.9pp |
| Employer contribution / active EE | $2,611 | $3,620-27.9% | $2,965-11.9% | $4,751-45.0% |
| Participant deferral / active EE | $5,309 | $5,548-4.3% | $4,851+9.4% | $6,710-20.9% |
| Admin fee / account holder | $236 | $11,591-98.0% | $8,252-97.1% | $11,403-97.9% |