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 3-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 | $21,056 | $124,425-83.1% | $112,040-81.2% | $137,256-84.7% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 3.28% | 24.72%-21.4pp | 24.52%-21.2pp | 220.34%-217.1pp |
| Employer contribution / active EE | $4,885 | $3,411+43.2% | $2,954+65.4% | $4,156+17.5% |
| Participant deferral / active EE | $8,607 | $5,718+50.5% | $5,098+68.8% | $6,407+34.3% |
| Admin fee / account holder | $55 | $15,207-99.6% | $12,098-99.5% | $12,270-99.6% |