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 9-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 | $175,313 | $189,613-7.5% | $167,512+4.7% | $142,382+23.1% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 0.62% | 2024.68%-2024.1pp | 1615.79%-1615.2pp | 217.08%-216.5pp |
| Employer contribution / active EE | $4,200 | $4,349-3.4% | $3,882+8.2% | $4,299-2.3% |
| Participant deferral / active EE | $1,900 | $6,981-72.8% | $6,405-70.3% | $6,507-70.8% |
| Admin fee / account holder | $100 | $10,528-99.1% | $9,769-99.0% | $12,624-99.2% |