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 8-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 | $31,664 | $111,814-71.7% | $103,374-69.4% | $145,959-78.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 6.54% | 24.77%-18.2pp | 24.89%-18.3pp | 561.95%-555.4pp |
| Employer contribution / active EE | $4,319 | $4,214+2.5% | $3,869+11.6% | $4,661-7.3% |
| Participant deferral / active EE | $4,964 | $5,618-11.6% | $5,058-1.8% | $6,689-25.8% |
| Admin fee / account holder | $211 | $9,754-97.8% | $8,394-97.5% | $13,398-98.4% |