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 | $58,631 | $189,613-69.1% | $167,512-65.0% | $142,382-58.8% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 3.96% | 2024.68%-2020.7pp | 1615.79%-1611.8pp | 217.08%-213.1pp |
| Employer contribution / active EE | $5,910 | $4,349+35.9% | $3,882+52.3% | $4,299+37.5% |
| Participant deferral / active EE | $16,463 | $6,981+135.8% | $6,405+157.1% | $6,507+153.0% |
| Admin fee / account holder | $125 | $10,528-98.8% | $9,769-98.7% | $12,624-99.0% |