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 5-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 | $44,986 | $111,535-59.7% | $105,223-57.2% | $137,256-67.2% |
| Participation rate | 83.3% | 78.1%+5.2pp | 75.0%+8.3pp | 80.0%+3.4pp |
| Annual return | 5.41% | 237.85%-232.4pp | 180.65%-175.2pp | 220.34%-214.9pp |
| Employer contribution / active EE | $2,229 | $3,939-43.4% | $3,689-39.6% | $4,156-46.4% |
| Participant deferral / active EE | $4,338 | $5,500-21.1% | $5,072-14.5% | $6,407-32.3% |
| Admin fee / account holder | $215 | $9,721-97.8% | $8,859-97.6% | $12,270-98.3% |