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 | $149,935 | $176,056-14.8% | $159,436-6.0% | $167,490-10.5% |
| Participation rate | 83.3% | 84.9%-1.6pp | 82.8%+0.5pp | 82.1%+1.2pp |
| Annual return | 9.63% | 331.75%-322.1pp | 263.57%-253.9pp | 478.56%-468.9pp |
| Employer contribution / active EE | $3,181 | $5,297-40.0% | $4,829-34.1% | $4,837-34.2% |
| Participant deferral / active EE | $7,088 | $7,750-8.5% | $7,352-3.6% | $6,341+11.8% |
| Admin fee / account holder | -$24 | $12,554-100.2% | $10,799-100.2% | $12,309-100.2% |