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 6-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 | $122,986 | $189,613-35.1% | $167,512-26.6% | $142,382-13.6% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 7.48% | 2024.68%-2017.2pp | 1615.79%-1608.3pp | 217.08%-209.6pp |
| Employer contribution / active EE | $1,838 | $4,349-57.7% | $3,882-52.6% | $4,299-57.2% |
| Participant deferral / active EE | $2,291 | $6,981-67.2% | $6,405-64.2% | $6,507-64.8% |
| Admin fee / account holder | $0 | $10,528-100.0% | $9,769-100.0% | $12,624-100.0% |