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 | $177,423 | $109,904+61.4% | $97,167+82.6% | $145,959+21.6% |
| Participation rate | 71.4% | 75.9%-4.5pp | 72.7%-1.3pp | 80.3%-8.9pp |
| Annual return | 4.89% | 243.43%-238.5pp | 75.27%-70.4pp | 561.95%-557.1pp |
| Employer contribution / active EE | $1,462 | $3,084-52.6% | $2,729-46.4% | $4,661-68.6% |
| Participant deferral / active EE | $8,321 | $4,676+77.9% | $4,264+95.2% | $6,689+24.4% |
| Admin fee / account holder | $0 | $6,216-100.0% | $5,650-100.0% | $13,398-100.0% |