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 | $206,065 | $177,572+16.0% | $154,803+33.1% | $142,382+44.7% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.1%+1.9pp | 80.1%-0.1pp |
| Annual return | 4.93% | 65.07%-60.1pp | 58.88%-53.9pp | 217.08%-212.1pp |
| Employer contribution / active EE | $3,393 | $4,810-29.5% | $4,305-21.2% | $4,299-21.1% |
| Participant deferral / active EE | $14,638 | $6,272+133.4% | $5,540+164.2% | $6,507+124.9% |
| Admin fee / account holder | $0 | $16,786-100.0% | $14,329-100.0% | $12,624-100.0% |