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 | $230,791 | $101,069+128.3% | $81,478+183.3% | $147,584+56.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 3.21% | 32.40%-29.2pp | 38.78%-35.6pp | 578.55%-575.3pp |
| Employer contribution / active EE | $7,908 | $3,205+146.7% | $2,568+208.0% | $4,876+62.2% |
| Participant deferral / active EE | $9,336 | $4,242+120.1% | $3,537+164.0% | $5,439+71.7% |
| Admin fee / account holder | $6 | $5,812-99.9% | $4,561-99.9% | $10,885-99.9% |