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 | $232,233 | $54,705+324.5% | $71,209+226.1% | $84,808+173.8% |
| Participation rate | 91.4% | 64.1%+27.4pp | 73.8%+17.7pp | 68.3%+23.1pp |
| Annual return | 12.00% | 35.90%-23.9pp | 282.51%-270.5pp | 40.90%-28.9pp |
| Employer contribution / active EE | $4,386 | $2,158+103.3% | $2,721+61.2% | $2,631+66.7% |
| Participant deferral / active EE | $11,074 | $3,030+265.4% | $4,175+165.2% | $4,212+163.0% |
| Admin fee / account holder | $201 | $4,863-95.9% | $5,349-96.2% | $7,344-97.3% |