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 5-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 | $19,947 | $154,228-87.1% | $145,433-86.3% | $137,256-85.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 10.33% | 74.59%-64.3pp | 66.58%-56.2pp | 220.34%-210.0pp |
| Employer contribution / active EE | $1,160 | $4,804-75.9% | $4,554-74.5% | $4,156-72.1% |
| Participant deferral / active EE | $13,089 | $8,216+59.3% | $7,897+65.7% | $6,407+104.3% |
| Admin fee / account holder | $297 | $14,344-97.9% | $13,129-97.7% | $12,270-97.6% |