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 6-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 | $98,207 | $72,071+36.3% | $68,368+43.6% | $137,256-28.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 11.84% | 353.14%-341.3pp | 292.57%-280.7pp | 220.34%-208.5pp |
| Employer contribution / active EE | $2,388 | $2,788-14.3% | $2,649-9.8% | $4,156-42.5% |
| Participant deferral / active EE | $17,418 | $4,410+295.0% | $4,123+322.5% | $6,407+171.9% |
| Admin fee / account holder | $98 | $5,336-98.2% | $5,150-98.1% | $12,270-99.2% |