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 | $242,851 | $185,822+30.7% | $169,993+42.9% | $139,434+74.2% |
| Participation rate | 80.0% | 87.8%-7.8pp | 87.0%-7.0pp | 80.3%-0.3pp |
| Annual return | 10.08% | 60.50%-50.4pp | 53.37%-43.3pp | 372.94%-362.9pp |
| Employer contribution / active EE | $3,824 | $7,590-49.6% | $6,785-43.6% | $4,751-19.5% |
| Participant deferral / active EE | $7,920 | $11,622-31.9% | $10,408-23.9% | $6,710+18.0% |
| Admin fee / account holder | $0 | $15,381-100.0% | $12,815-100.0% | $11,403-100.0% |