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 | $192,638 | $175,202+10.0% | $149,673+28.7% | $139,434+38.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 7.25% | 166.71%-159.5pp | 134.42%-127.2pp | 372.94%-365.7pp |
| Employer contribution / active EE | $3,830 | $5,474-30.0% | $4,818-20.5% | $4,751-19.4% |
| Participant deferral / active EE | $8,117 | $6,519+24.5% | $5,680+42.9% | $6,710+21.0% |
| Admin fee / account holder | $32 | $16,150-99.8% | $13,210-99.8% | $11,403-99.7% |