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 | $204,932 | $175,202+17.0% | $149,673+36.9% | $139,434+47.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 8.09% | 166.71%-158.6pp | 134.42%-126.3pp | 372.94%-364.8pp |
| Employer contribution / active EE | $5,393 | $5,474-1.5% | $4,818+11.9% | $4,751+13.5% |
| Participant deferral / active EE | $4,473 | $6,519-31.4% | $5,680-21.3% | $6,710-33.3% |
| Admin fee / account holder | $37 | $16,150-99.8% | $13,210-99.7% | $11,403-99.7% |