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 | $66,130 | $100,970-34.5% | $96,576-31.5% | $137,256-51.8% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 9.60% | 38.16%-28.6pp | 38.47%-28.9pp | 220.34%-210.7pp |
| Employer contribution / active EE | $3,163 | $3,809-17.0% | $3,553-11.0% | $4,156-23.9% |
| Participant deferral / active EE | $4,741 | $8,286-42.8% | $7,956-40.4% | $6,407-26.0% |
| Admin fee / account holder | $176 | $11,312-98.4% | $11,381-98.5% | $12,270-98.6% |