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 | $153,950 | $117,983+30.5% | $101,794+51.2% | $142,382+8.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 7.65% | 36.92%-29.3pp | 30.53%-22.9pp | 217.08%-209.4pp |
| Employer contribution / active EE | $2,171 | $2,773-21.7% | $2,289-5.2% | $4,299-49.5% |
| Participant deferral / active EE | $4,659 | $4,714-1.2% | $4,084+14.1% | $6,507-28.4% |
| Admin fee / account holder | $14 | $10,433-99.9% | $8,777-99.8% | $12,624-99.9% |