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 | $184,969 | $80,717+129.2% | $154,803+19.5% | $84,808+118.1% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 9.66% | 37.96%-28.3pp | 58.88%-49.2pp | 40.90%-31.2pp |
| Employer contribution / active EE | $7,513 | $2,761+172.1% | $4,305+74.5% | $2,631+185.5% |
| Participant deferral / active EE | $4,690 | $3,303+42.0% | $5,540-15.4% | $4,212+11.4% |
| Admin fee / account holder | $295 | $6,746-95.6% | $14,329-97.9% | $7,344-96.0% |