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 | $185,456 | $171,865+7.9% | $149,718+23.9% | $147,584+25.7% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 4.54% | 2113.22%-2108.7pp | 1501.63%-1497.1pp | 578.55%-574.0pp |
| Employer contribution / active EE | $4,343 | $6,275-30.8% | $5,445-20.2% | $4,876-10.9% |
| Participant deferral / active EE | $14,400 | $7,271+98.1% | $6,569+119.2% | $5,439+164.8% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |