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 | $191,710 | $97,125+97.4% | $86,233+122.3% | $137,256+39.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 8.73% | 74.19%-65.5pp | 61.39%-52.7pp | 220.34%-211.6pp |
| Employer contribution / active EE | $2,215 | $2,841-22.0% | $2,504-11.6% | $4,156-46.7% |
| Participant deferral / active EE | $6,582 | $5,180+27.1% | $4,559+44.4% | $6,407+2.7% |
| Admin fee / account holder | $30 | $9,725-99.7% | $8,342-99.6% | $12,270-99.8% |