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 | $242,955 | $107,334+126.4% | $92,893+161.5% | $152,861+58.9% |
| Participation rate | 71.4% | 79.8%-8.4pp | 76.0%-4.6pp | 82.4%-11.0pp |
| Annual return | 3.50% | 145.58%-142.1pp | 109.41%-105.9pp | 345.32%-341.8pp |
| Employer contribution / active EE | $2,732 | $4,221-35.3% | $3,653-25.2% | $4,762-42.6% |
| Participant deferral / active EE | $8,601 | $4,845+77.5% | $4,236+103.0% | $5,850+47.0% |
| Admin fee / account holder | $0 | $7,079-100.0% | $5,794-100.0% | $11,596-100.0% |