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 9-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 | $154,954 | $114,381+35.5% | $107,525+44.1% | $142,382+8.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 8.86% | 242.71%-233.8pp | 181.32%-172.5pp | 217.08%-208.2pp |
| Employer contribution / active EE | $5,002 | $4,015+24.6% | $3,754+33.3% | $4,299+16.3% |
| Participant deferral / active EE | $10,661 | $5,564+91.6% | $5,116+108.4% | $6,507+63.8% |
| Admin fee / account holder | $3 | $9,860-100.0% | $8,919-100.0% | $12,624-100.0% |