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 | $166,047 | $117,381+41.5% | $99,443+67.0% | $152,861+8.6% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.4%+17.6pp |
| Annual return | 3.46% | 31.87%-28.4pp | 30.72%-27.3pp | 345.32%-341.9pp |
| Employer contribution / active EE | $28,325 | $3,013+840.2% | $2,540+1015.3% | $4,762+494.8% |
| Participant deferral / active EE | $15,750 | $4,086+285.5% | $3,619+335.2% | $5,850+169.2% |
| Admin fee / account holder | $0 | $7,631-100.0% | $6,250-100.0% | $11,596-100.0% |