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 | $57,005 | $176,056-67.6% | $159,436-64.2% | $167,490-66.0% |
| Participation rate | 83.3% | 84.9%-1.6pp | 82.8%+0.5pp | 82.1%+1.2pp |
| Annual return | 6.11% | 331.75%-325.6pp | 263.57%-257.5pp | 478.56%-472.4pp |
| Employer contribution / active EE | $1,020 | $5,297-80.7% | $4,829-78.9% | $4,837-78.9% |
| Participant deferral / active EE | $8,667 | $7,750+11.8% | $7,352+17.9% | $6,341+36.7% |
| Admin fee / account holder | $0 | $12,554-100.0% | $10,799-100.0% | $12,309-100.0% |