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 | $50,018 | $148,534-66.3% | $135,903-63.2% | $139,434-64.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 8.73% | 79.19%-70.5pp | 68.23%-59.5pp | 372.94%-364.2pp |
| Employer contribution / active EE | $5,090 | $5,243-2.9% | $4,856+4.8% | $4,751+7.1% |
| Participant deferral / active EE | $10,471 | $8,100+29.3% | $7,758+35.0% | $6,710+56.0% |
| Admin fee / account holder | $93 | $12,400-99.2% | $10,762-99.1% | $11,403-99.2% |