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 | $80,262 | $154,228-48.0% | $145,433-44.8% | $137,256-41.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 6.48% | 74.59%-68.1pp | 66.58%-60.1pp | 220.34%-213.9pp |
| Employer contribution / active EE | $1,985 | $4,804-58.7% | $4,554-56.4% | $4,156-52.2% |
| Participant deferral / active EE | $9,050 | $8,216+10.1% | $7,897+14.6% | $6,407+41.3% |
| Admin fee / account holder | $183 | $14,344-98.7% | $13,129-98.6% | $12,270-98.5% |