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 | $150,730 | $189,613-20.5% | $167,512-10.0% | $142,382+5.9% |
| Participation rate | 93.3% | 80.1%+13.2pp | 77.1%+16.3pp | 80.1%+13.2pp |
| Annual return | 8.39% | 2024.68%-2016.3pp | 1615.79%-1607.4pp | 217.08%-208.7pp |
| Employer contribution / active EE | $7,577 | $4,349+74.2% | $3,882+95.2% | $4,299+76.3% |
| Participant deferral / active EE | $11,333 | $6,981+62.3% | $6,405+77.0% | $6,507+74.2% |
| Admin fee / account holder | $11 | $10,528-99.9% | $9,769-99.9% | $12,624-99.9% |