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 8-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 | $8,735 | $72,071-87.9% | $68,368-87.2% | $137,256-93.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 11.68% | 353.14%-341.5pp | 292.57%-280.9pp | 220.34%-208.7pp |
| Employer contribution / active EE | $566 | $2,788-79.7% | $2,649-78.7% | $4,156-86.4% |
| Participant deferral / active EE | $926 | $4,410-79.0% | $4,123-77.5% | $6,407-85.5% |
| Admin fee / account holder | $145 | $5,336-97.3% | $5,150-97.2% | $12,270-98.8% |