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 | $143,290 | $100,970+41.9% | $96,576+48.4% | $137,256+4.4% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 12.58% | 38.16%-25.6pp | 38.47%-25.9pp | 220.34%-207.8pp |
| Employer contribution / active EE | $4,622 | $3,809+21.3% | $3,553+30.1% | $4,156+11.2% |
| Participant deferral / active EE | $23,877 | $8,286+188.1% | $7,956+200.1% | $6,407+272.7% |
| Admin fee / account holder | $164 | $11,312-98.6% | $11,381-98.6% | $12,270-98.7% |