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 | $103,773 | $100,970+2.8% | $96,576+7.5% | $137,256-24.4% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 9.53% | 38.16%-28.6pp | 38.47%-28.9pp | 220.34%-210.8pp |
| Employer contribution / active EE | $7,043 | $3,809+84.9% | $3,553+98.2% | $4,156+69.5% |
| Participant deferral / active EE | $9,155 | $8,286+10.5% | $7,956+15.1% | $6,407+42.9% |
| Admin fee / account holder | $164 | $11,312-98.6% | $11,381-98.6% | $12,270-98.7% |