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 | $211,781 | $198,466+6.7% | $170,442+24.3% | $147,584+43.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 6.75% | 257.29%-250.5pp | 205.93%-199.2pp | 578.55%-571.8pp |
| Employer contribution / active EE | $6,231 | $6,184+0.8% | $5,433+14.7% | $4,876+27.8% |
| Participant deferral / active EE | $5,814 | $5,629+3.3% | $4,939+17.7% | $5,439+6.9% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |