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 9-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 | $172,673 | $202,318-14.7% | $172,7390% | $152,861+13.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 11.17% | 1029.65%-1018.5pp | 802.84%-791.7pp | 345.32%-334.1pp |
| Employer contribution / active EE | $10,567 | $5,856+80.4% | $5,143+105.5% | $4,762+121.9% |
| Participant deferral / active EE | $22,400 | $5,948+276.6% | $5,198+331.0% | $5,850+282.9% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |