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 | $106,433 | $209,336-49.2% | $197,124-46.0% | $137,256-22.5% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 7.63% | 48.09%-40.5pp | 44.34%-36.7pp | 220.34%-212.7pp |
| Employer contribution / active EE | $14,873 | $6,591+125.7% | $6,227+138.8% | $4,156+257.9% |
| Participant deferral / active EE | $9,897 | $9,614+2.9% | $9,135+8.3% | $6,407+54.5% |
| Admin fee / account holder | $87 | $17,308-99.5% | $16,298-99.5% | $12,270-99.3% |