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 | $224,254 | $209,411+7.1% | $178,490+25.6% | $158,922+41.1% |
| Participation rate | 90.9% | 86.3%+4.6pp | 81.9%+9.0pp | 82.0%+9.0pp |
| Annual return | 6.09% | 188.75%-182.7pp | 151.07%-145.0pp | 302.83%-296.7pp |
| Employer contribution / active EE | $2,974 | $5,706-47.9% | $5,011-40.6% | $4,761-37.5% |
| Participant deferral / active EE | $8,381 | $5,954+40.8% | $5,202+61.1% | $5,982+40.1% |
| Admin fee / account holder | $211 | $17,074-98.8% | $13,984-98.5% | $11,246-98.1% |