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 | $196,852 | $189,613+3.8% | $167,512+17.5% | $142,382+38.3% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 6.20% | 2024.68%-2018.5pp | 1615.79%-1609.6pp | 217.08%-210.9pp |
| Employer contribution / active EE | $0 | $4,349-100.0% | $3,882-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $11,344 | $6,981+62.5% | $6,405+77.1% | $6,507+74.3% |
| Admin fee / account holder | -$4,326 | $10,528-141.1% | $9,769-144.3% | $12,624-134.3% |