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 4-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 | $212,828 | $201,272+5.7% | $184,203+15.5% | $145,922+45.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 8.91% | 29.00%-20.1pp | 28.81%-19.9pp | 561.29%-552.4pp |
| Employer contribution / active EE | $13,922 | $7,022+98.3% | $6,427+116.6% | $4,660+198.8% |
| Participant deferral / active EE | $19,019 | $9,806+94.0% | $9,131+108.3% | $6,688+184.4% |
| Admin fee / account holder | $8 | $16,364-99.9% | $13,901-99.9% | $13,397-99.9% |