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 | $189,053 | $167,484+12.9% | $151,611+24.7% | $134,475+40.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -23.37% | 7.80%-31.2pp | 3.33%-26.7pp | 417.96%-441.3pp |
| Employer contribution / active EE | $47,883 | $6,829+601.2% | $6,166+676.6% | $4,740+910.3% |
| Participant deferral / active EE | $27,000 | $8,986+200.5% | $8,363+222.8% | $6,400+321.9% |
| Admin fee / account holder | $8 | $13,783-99.9% | $11,616-99.9% | $11,426-99.9% |