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 | $87,563 | $72,071+21.5% | $68,368+28.1% | $137,256-36.2% |
| Participation rate | 91.7% | 76.2%+15.4pp | 73.8%+17.9pp | 80.0%+11.7pp |
| Annual return | 13.03% | 353.14%-340.1pp | 292.57%-279.5pp | 220.34%-207.3pp |
| Employer contribution / active EE | $2,165 | $2,788-22.3% | $2,649-18.3% | $4,156-47.9% |
| Participant deferral / active EE | $8,716 | $4,410+97.6% | $4,123+111.4% | $6,407+36.0% |
| Admin fee / account holder | $132 | $5,336-97.5% | $5,150-97.4% | $12,270-98.9% |