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 | $44,718 | $52,353-14.6% | $120,225-62.8% | $82,448-45.8% |
| Participation rate | 100.0% | 58.3%+41.7pp | 69.6%+30.4pp | 68.1%+31.9pp |
| Annual return | 11.04% | 61.85%-50.8pp | 439.23%-428.2pp | 41.64%-30.6pp |
| Employer contribution / active EE | $2,362 | $1,510+56.4% | $3,475-32.0% | $2,551-7.4% |
| Participant deferral / active EE | $2,101 | $2,627-20.0% | $3,999-47.5% | $4,139-49.2% |
| Admin fee / account holder | $238 | $4,363-94.5% | $5,696-95.8% | $7,234-96.7% |