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 10-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 | $27,002 | $172,111-84.3% | $150,298-82.0% | $137,256-80.3% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | -71.83% | 69.37%-141.2pp | 62.79%-134.6pp | 220.34%-292.2pp |
| Employer contribution / active EE | $2,034 | $4,636-56.1% | $4,154-51.0% | $4,156-51.1% |
| Participant deferral / active EE | $5,100 | $6,166-17.3% | $5,453-6.5% | $6,407-20.4% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |