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 | $208,860 | $209,336-0.2% | $197,124+6.0% | $137,256+52.2% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 5.38% | 48.09%-42.7pp | 44.34%-39.0pp | 220.34%-215.0pp |
| Employer contribution / active EE | $2,063 | $6,591-68.7% | $6,227-66.9% | $4,156-50.4% |
| Participant deferral / active EE | $5,867 | $9,614-39.0% | $9,135-35.8% | $6,407-8.4% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |