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 | $85,472 | $178,174-52.0% | $156,181-45.3% | $137,256-37.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 9.85% | 84.19%-74.3pp | 64.87%-55.0pp | 220.34%-210.5pp |
| Employer contribution / active EE | $2,766 | $4,972-44.4% | $4,294-35.6% | $4,156-33.4% |
| Participant deferral / active EE | $18,374 | $6,888+166.8% | $6,132+199.6% | $6,407+186.8% |
| Admin fee / account holder | $0 | $17,404-100.0% | $14,586-100.0% | $12,270-100.0% |