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 | $0 | $100,970-100.0% | $96,576-100.0% | $137,256-100.0% |
| Participation rate | 0.0% | 82.6%-82.6pp | 81.4%-81.4pp | 80.0%-80.0pp |
| Annual return | 6.93% | 38.16%-31.2pp | 38.47%-31.5pp | 220.34%-213.4pp |
| Employer contribution / active EE | $2,483 | $3,809-34.8% | $3,553-30.1% | $4,156-40.3% |
| Participant deferral / active EE | $5,040 | $8,286-39.2% | $7,956-36.7% | $6,407-21.3% |
| Admin fee / account holder | $0 | $11,312-100.0% | $11,381-100.0% | $12,270-100.0% |