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 | $222,049 | $107,334+106.9% | $92,893+139.0% | $152,861+45.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 10.36% | 145.58%-135.2pp | 109.41%-99.1pp | 345.32%-335.0pp |
| Employer contribution / active EE | $13,430 | $4,221+218.2% | $3,653+267.7% | $4,762+182.0% |
| Participant deferral / active EE | $11,279 | $4,845+132.8% | $4,236+166.2% | $5,850+92.8% |
| Admin fee / account holder | $0 | $7,079-100.0% | $5,794-100.0% | $11,596-100.0% |