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 8-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 | $206,403 | $197,591+4.5% | $177,821+16.1% | $158,922+29.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 5.01% | 58.76%-53.7pp | 48.32%-43.3pp | 302.83%-297.8pp |
| Employer contribution / active EE | $16,147 | $6,697+141.1% | $5,918+172.8% | $4,761+239.1% |
| Participant deferral / active EE | $9,750 | $8,405+16.0% | $7,714+26.4% | $5,982+63.0% |
| Admin fee / account holder | $0 | $15,399-100.0% | $12,427-100.0% | $11,246-100.0% |