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 | $238,778 | $214,378+11.4% | $200,582+19.0% | $142,382+67.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 8.33% | 46.41%-38.1pp | 42.33%-34.0pp | 217.08%-208.7pp |
| Employer contribution / active EE | $9,147 | $6,841+33.7% | $6,419+42.5% | $4,299+112.8% |
| Participant deferral / active EE | $8,354 | $9,865-15.3% | $9,331-10.5% | $6,507+28.4% |
| Admin fee / account holder | $16 | $17,692-99.9% | $16,305-99.9% | $12,624-99.9% |