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 | $114,427 | $189,613-39.7% | $167,512-31.7% | $142,382-19.6% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 3.39% | 2024.68%-2021.3pp | 1615.79%-1612.4pp | 217.08%-213.7pp |
| Employer contribution / active EE | $3,759 | $4,349-13.6% | $3,882-3.1% | $4,299-12.6% |
| Participant deferral / active EE | $9,356 | $6,981+34.0% | $6,405+46.1% | $6,507+43.8% |
| Admin fee / account holder | $0 | $10,528-100.0% | $9,769-100.0% | $12,624-100.0% |