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 | $127,606 | $214,378-40.5% | $200,582-36.4% | $142,382-10.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 11.18% | 46.41%-35.2pp | 42.33%-31.2pp | 217.08%-205.9pp |
| Employer contribution / active EE | $5,263 | $6,841-23.1% | $6,419-18.0% | $4,299+22.4% |
| Participant deferral / active EE | $5,263 | $9,865-46.7% | $9,331-43.6% | $6,507-19.1% |
| Admin fee / account holder | $31 | $17,692-99.8% | $16,305-99.8% | $12,624-99.8% |