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 7-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 | $31,155 | $189,613-83.6% | $167,512-81.4% | $142,382-78.1% |
| Participation rate | 75.0% | 80.1%-5.1pp | 77.1%-2.1pp | 80.1%-5.1pp |
| Annual return | 3.45% | 2024.68%-2021.2pp | 1615.79%-1612.3pp | 217.08%-213.6pp |
| Employer contribution / active EE | $1,803 | $4,349-58.6% | $3,882-53.6% | $4,299-58.1% |
| Participant deferral / active EE | $1,803 | $6,981-74.2% | $6,405-71.9% | $6,507-72.3% |
| Admin fee / account holder | $0 | $10,528-100.0% | $9,769-100.0% | $12,624-100.0% |