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 4-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 | $199,329 | $159,934+24.6% | $147,005+35.6% | $145,959+36.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 7.60% | 98.24%-90.6pp | 418.76%-411.2pp | 561.95%-554.4pp |
| Employer contribution / active EE | $2,945 | $5,287-44.3% | $4,934-40.3% | $4,661-36.8% |
| Participant deferral / active EE | $13,429 | $8,427+59.3% | $8,070+66.4% | $6,689+100.8% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,398-100.0% |