Unlock peer percentile detail for $4.99 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 | $156,641 | $178,174-12.1% | $156,181+0.3% | $137,256+14.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 6.91% | 84.19%-77.3pp | 64.87%-58.0pp | 220.34%-213.4pp |
| Employer contribution / active EE | $11,280 | $4,972+126.9% | $4,294+162.7% | $4,156+171.4% |
| Participant deferral / active EE | $26,000 | $6,888+277.5% | $6,132+324.0% | $6,407+305.8% |
| Admin fee / account holder | $0 | $17,404-100.0% | $14,586-100.0% | $12,270-100.0% |