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 | $218,962 | $148,534+47.4% | $135,903+61.1% | $139,434+57.0% |
| Participation rate | 72.7% | 83.9%-11.1pp | 81.9%-9.2pp | 80.3%-7.6pp |
| Annual return | 10.61% | 79.19%-68.6pp | 68.23%-57.6pp | 372.94%-362.3pp |
| Employer contribution / active EE | $3,225 | $5,243-38.5% | $4,856-33.6% | $4,751-32.1% |
| Participant deferral / active EE | $6,437 | $8,100-20.5% | $7,758-17.0% | $6,710-4.1% |
| Admin fee / account holder | -$45 | $12,400-100.4% | $10,762-100.4% | $11,403-100.4% |