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 | $202,886 | $148,534+36.6% | $135,903+49.3% | $139,434+45.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | -2.88% | 79.19%-82.1pp | 68.23%-71.1pp | 372.94%-375.8pp |
| Employer contribution / active EE | $5,750 | $5,243+9.7% | $4,856+18.4% | $4,751+21.0% |
| Participant deferral / active EE | $22,500 | $8,100+177.8% | $7,758+190.0% | $6,710+235.3% |
| Admin fee / account holder | $0 | $12,400-100.0% | $10,762-100.0% | $11,403-100.0% |