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 | $41,593 | $100,970-58.8% | $96,576-56.9% | $137,256-69.7% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 12.05% | 38.16%-26.1pp | 38.47%-26.4pp | 220.34%-208.3pp |
| Employer contribution / active EE | $1,121 | $3,809-70.6% | $3,553-68.5% | $4,156-73.0% |
| Participant deferral / active EE | $20,787 | $8,286+150.9% | $7,956+161.3% | $6,407+224.5% |
| Admin fee / account holder | $18 | $11,312-99.8% | $11,381-99.8% | $12,270-99.9% |