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 | $46,292 | $159,602-71.0% | $150,045-69.1% | $142,382-67.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 4.12% | 70.24%-66.1pp | 62.55%-58.4pp | 217.08%-213.0pp |
| Employer contribution / active EE | $2,861 | $4,961-42.3% | $4,693-39.0% | $4,299-33.5% |
| Participant deferral / active EE | $2,635 | $8,310-68.3% | $7,997-67.1% | $6,507-59.5% |
| Admin fee / account holder | $184 | $14,846-98.8% | $13,435-98.6% | $12,624-98.5% |