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 7-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 | $149,396 | $72,071+107.3% | $68,368+118.5% | $137,256+8.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 5.81% | 353.14%-347.3pp | 292.57%-286.8pp | 220.34%-214.5pp |
| Employer contribution / active EE | $5,344 | $2,788+91.7% | $2,649+101.7% | $4,156+28.6% |
| Participant deferral / active EE | $11,840 | $4,410+168.5% | $4,123+187.2% | $6,407+84.8% |
| Admin fee / account holder | $0 | $5,336-100.0% | $5,150-100.0% | $12,270-100.0% |