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 9-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 | $89,454 | $111,814-20.0% | $103,374-13.5% | $145,959-38.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | -1.31% | 24.77%-26.1pp | 24.89%-26.2pp | 561.95%-563.3pp |
| Employer contribution / active EE | $968 | $4,214-77.0% | $3,869-75.0% | $4,661-79.2% |
| Participant deferral / active EE | $3,618 | $5,618-35.6% | $5,058-28.5% | $6,689-45.9% |
| Admin fee / account holder | $0 | $9,754-100.0% | $8,394-100.0% | $13,398-100.0% |