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 | $79,103 | $198,466-60.1% | $170,442-53.6% | $147,584-46.4% |
| Participation rate | 85.7% | 88.0%-2.3pp | 83.6%+2.1pp | 82.8%+2.9pp |
| Annual return | 7.82% | 257.29%-249.5pp | 205.93%-198.1pp | 578.55%-570.7pp |
| Employer contribution / active EE | $1,387 | $6,184-77.6% | $5,433-74.5% | $4,876-71.6% |
| Participant deferral / active EE | $4,641 | $5,629-17.6% | $4,939-6.0% | $5,439-14.7% |
| Admin fee / account holder | $53 | $16,852-99.7% | $13,880-99.6% | $10,885-99.5% |