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 4-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 | $10,105 | $56,060-82.0% | $76,002-86.7% | $80,874-87.5% |
| Participation rate | 100.0% | 62.0%+38.0pp | 69.1%+30.9pp | 67.6%+32.4pp |
| Annual return | 6.46% | 20.54%-14.1pp | 360.07%-353.6pp | 35.62%-29.2pp |
| Employer contribution / active EE | $3,088 | $1,873+64.8% | $2,688+14.9% | $2,756+12.1% |
| Participant deferral / active EE | $0 | $3,051-100.0% | $4,257-100.0% | $4,297-100.0% |
| Admin fee / account holder | $0 | $5,237-100.0% | $6,414-100.0% | $6,935-100.0% |