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 | $142,629 | $189,613-24.8% | $167,512-14.9% | $142,382+0.2% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 4.92% | 2024.68%-2019.8pp | 1615.79%-1610.9pp | 217.08%-212.2pp |
| Employer contribution / active EE | $11,396 | $4,349+162.0% | $3,882+193.6% | $4,299+165.1% |
| Participant deferral / active EE | $2,430 | $6,981-65.2% | $6,405-62.1% | $6,507-62.7% |
| Admin fee / account holder | $0 | $10,528-100.0% | $9,769-100.0% | $12,624-100.0% |