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 | $142,198 | $125,758+13.1% | $169,993-16.4% | $75,163+89.2% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 7.57% | 27.20%-19.6pp | 53.37%-45.8pp | 160.62%-153.1pp |
| Employer contribution / active EE | $3,193 | $4,615-30.8% | $6,785-52.9% | $2,670+19.6% |
| Participant deferral / active EE | $4,250 | $6,837-37.8% | $10,408-59.2% | $4,125+3.0% |
| Admin fee / account holder | $51 | $8,173-99.4% | $12,815-99.6% | $5,651-99.1% |