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 7-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 | $234,412 | $201,259+16.5% | $184,200+27.3% | $145,959+60.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 0.00% | 28.98%-29.0pp | 28.80%-28.8pp | 561.95%-561.9pp |
| Employer contribution / active EE | $10,259 | $7,018+46.2% | $6,424+59.7% | $4,661+120.1% |
| Participant deferral / active EE | $5,630 | $9,806-42.6% | $9,132-38.3% | $6,689-15.8% |
| Admin fee / account holder | $0 | $16,372-100.0% | $13,907-100.0% | $13,398-100.0% |