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 | $118,705 | $154,228-23.0% | $145,433-18.4% | $137,256-13.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 8.64% | 74.59%-65.9pp | 66.58%-57.9pp | 220.34%-211.7pp |
| Employer contribution / active EE | $2,069 | $4,804-56.9% | $4,554-54.6% | $4,156-50.2% |
| Participant deferral / active EE | $6,672 | $8,216-18.8% | $7,897-15.5% | $6,407+4.1% |
| Admin fee / account holder | $25 | $14,344-99.8% | $13,129-99.8% | $12,270-99.8% |