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 9-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 | $151,601 | $159,934-5.2% | $147,005+3.1% | $145,959+3.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | -1.69% | 98.24%-99.9pp | 418.76%-420.5pp | 561.95%-563.6pp |
| Employer contribution / active EE | $6,440 | $5,287+21.8% | $4,934+30.5% | $4,661+38.2% |
| Participant deferral / active EE | $7,280 | $8,427-13.6% | $8,070-9.8% | $6,689+8.8% |
| Admin fee / account holder | $33 | $15,053-99.8% | $13,006-99.7% | $13,398-99.8% |