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 | $64,143 | $148,534-56.8% | $135,903-52.8% | $139,434-54.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 10.02% | 79.19%-69.2pp | 68.23%-58.2pp | 372.94%-362.9pp |
| Employer contribution / active EE | $3,785 | $5,243-27.8% | $4,856-22.1% | $4,751-20.3% |
| Participant deferral / active EE | $6,109 | $8,100-24.6% | $7,758-21.3% | $6,710-9.0% |
| Admin fee / account holder | $269 | $12,400-97.8% | $10,762-97.5% | $11,403-97.6% |