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 6-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 | $216,663 | $217,402-0.3% | $185,823+16.6% | $167,490+29.4% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 7.63% | 148.36%-140.7pp | 122.05%-114.4pp | 478.56%-470.9pp |
| Employer contribution / active EE | $5,199 | $5,873-11.5% | $5,167+0.6% | $4,837+7.5% |
| Participant deferral / active EE | $6,040 | $6,356-5.0% | $5,568+8.5% | $6,341-4.8% |
| Admin fee / account holder | $14 | $19,811-99.9% | $16,237-99.9% | $12,309-99.9% |