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 | $44,010 | $85,004-48.2% | $76,284-42.3% | $145,959-69.8% |
| Participation rate | 0.0% | 82.9%-82.9pp | 79.2%-79.2pp | 80.3%-80.3pp |
| Annual return | 4.02% | 13.11%-9.1pp | 13.77%-9.8pp | 561.95%-557.9pp |
| Employer contribution / active EE | $0 | $5,265-100.0% | $4,585-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $0 | $6,390-100.0% | $5,478-100.0% | $6,689-100.0% |
| Admin fee / account holder | $3 | $5,760-100.0% | $5,131-100.0% | $13,398-100.0% |