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 | $129,031 | $101,069+27.7% | $81,478+58.4% | $147,584-12.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 7.63% | 32.40%-24.8pp | 38.78%-31.2pp | 578.55%-570.9pp |
| Employer contribution / active EE | $20,097 | $3,205+527.0% | $2,568+682.7% | $4,876+312.1% |
| Participant deferral / active EE | $12,000 | $4,242+182.9% | $3,537+239.3% | $5,439+120.6% |
| Admin fee / account holder | $95 | $5,812-98.4% | $4,561-97.9% | $10,885-99.1% |