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 4-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 | $12,688 | $111,535-88.6% | $105,223-87.9% | $137,256-90.8% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.0%0pp | 80.0%-5.0pp |
| Annual return | 10.91% | 237.85%-226.9pp | 180.65%-169.7pp | 220.34%-209.4pp |
| Employer contribution / active EE | $918 | $3,939-76.7% | $3,689-75.1% | $4,156-77.9% |
| Participant deferral / active EE | $3,241 | $5,500-41.1% | $5,072-36.1% | $6,407-49.4% |
| Admin fee / account holder | $295 | $9,721-97.0% | $8,859-96.7% | $12,270-97.6% |