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 | $157,176 | $177,572-11.5% | $154,803+1.5% | $142,382+10.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 10.08% | 65.07%-55.0pp | 58.88%-48.8pp | 217.08%-207.0pp |
| Employer contribution / active EE | $3,449 | $4,810-28.3% | $4,305-19.9% | $4,299-19.8% |
| Participant deferral / active EE | $5,083 | $6,272-18.9% | $5,540-8.3% | $6,507-21.9% |
| Admin fee / account holder | $152 | $16,786-99.1% | $14,329-98.9% | $12,624-98.8% |