Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 | $176,365 | $209,336-15.8% | $197,124-10.5% | $137,256+28.5% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 9.06% | 48.09%-39.0pp | 44.34%-35.3pp | 220.34%-211.3pp |
| Employer contribution / active EE | $15,000 | $6,591+127.6% | $6,227+140.9% | $4,156+260.9% |
| Participant deferral / active EE | $0 | $9,614-100.0% | $9,135-100.0% | $6,407-100.0% |
| Admin fee / account holder | $118 | $17,308-99.3% | $16,298-99.3% | $12,270-99.0% |