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 8-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 | $215,242 | $189,613+13.5% | $167,512+28.5% | $142,382+51.2% |
| Participation rate | 85.7% | 80.1%+5.6pp | 77.1%+8.7pp | 80.1%+5.6pp |
| Annual return | 7.34% | 2024.68%-2017.3pp | 1615.79%-1608.5pp | 217.08%-209.7pp |
| Employer contribution / active EE | $4,707 | $4,349+8.2% | $3,882+21.3% | $4,299+9.5% |
| Participant deferral / active EE | $13,435 | $6,981+92.4% | $6,405+109.8% | $6,507+106.5% |
| Admin fee / account holder | $118 | $10,528-98.9% | $9,769-98.8% | $12,624-99.1% |