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 | $149,506 | $198,466-24.7% | $170,442-12.3% | $147,584+1.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 8.63% | 257.29%-248.7pp | 205.93%-197.3pp | 578.55%-569.9pp |
| Employer contribution / active EE | $7,524 | $6,184+21.7% | $5,433+38.5% | $4,876+54.3% |
| Participant deferral / active EE | $6,176 | $5,629+9.7% | $4,939+25.0% | $5,439+13.6% |
| Admin fee / account holder | $15 | $16,852-99.9% | $13,880-99.9% | $10,885-99.9% |