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 | $208,906 | $159,602+30.9% | $150,045+39.2% | $142,382+46.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 10.57% | 70.24%-59.7pp | 62.55%-52.0pp | 217.08%-206.5pp |
| Employer contribution / active EE | $2,710 | $4,961-45.4% | $4,693-42.3% | $4,299-37.0% |
| Participant deferral / active EE | $16,600 | $8,310+99.8% | $7,997+107.6% | $6,507+155.1% |
| Admin fee / account holder | $172 | $14,846-98.8% | $13,435-98.7% | $12,624-98.6% |