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 7-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 | $202,059 | $118,849+70.0% | $96,562+109.3% | $167,490+20.6% |
| Participation rate | 85.7% | 75.5%+10.2pp | 69.8%+15.9pp | 82.1%+3.6pp |
| Annual return | 4.06% | 50.49%-46.4pp | 37.78%-33.7pp | 478.56%-474.5pp |
| Employer contribution / active EE | $1,380 | $3,120-55.8% | $2,356-41.4% | $4,837-71.5% |
| Participant deferral / active EE | $7,140 | $4,616+54.7% | $3,849+85.5% | $6,341+12.6% |
| Admin fee / account holder | $229 | $8,065-97.2% | $6,181-96.3% | $12,309-98.1% |