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 | $114,297 | $101,069+13.1% | $81,478+40.3% | $147,584-22.6% |
| Participation rate | 86.7% | 74.5%+12.2pp | 68.0%+18.7pp | 82.8%+3.8pp |
| Annual return | 5.88% | 32.40%-26.5pp | 38.78%-32.9pp | 578.55%-572.7pp |
| Employer contribution / active EE | $733 | $3,205-77.1% | $2,568-71.5% | $4,876-85.0% |
| Participant deferral / active EE | $4,387 | $4,242+3.4% | $3,537+24.0% | $5,439-19.3% |
| Admin fee / account holder | $3 | $5,812-99.9% | $4,561-99.9% | $10,885-100.0% |