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 | $137,030 | $77,634+76.5% | $156,549-12.5% | $62,891+117.9% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 3.27% | 50.32%-47.0pp | 32.23%-29.0pp | 20.14%-16.9pp |
| Employer contribution / active EE | $5,559 | $3,444+61.4% | $5,501+1.0% | $2,281+143.7% |
| Participant deferral / active EE | $2,500 | $3,045-17.9% | $4,871-48.7% | $3,203-22.0% |
| Admin fee / account holder | $0 | $5,561-100.0% | $13,027-100.0% | $4,296-100.0% |