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 | $247,378 | $202,318+22.3% | $172,739+43.2% | $152,861+61.8% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.4%-7.4pp |
| Annual return | -7.70% | 1029.65%-1037.3pp | 802.84%-810.5pp | 345.32%-353.0pp |
| Employer contribution / active EE | $8,865 | $5,856+51.4% | $5,143+72.4% | $4,762+86.1% |
| Participant deferral / active EE | $11,600 | $5,948+95.0% | $5,198+123.2% | $5,850+98.3% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |