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 3-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 | $24,129 | $166,020-85.5% | $164,866-85.4% | $145,959-83.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 3.41% | 100.08%-96.7pp | 69.97%-66.6pp | 561.95%-558.5pp |
| Employer contribution / active EE | $2,504 | $5,275-52.5% | $4,343-42.3% | $4,661-46.3% |
| Participant deferral / active EE | $5,675 | $6,961-18.5% | $6,033-5.9% | $6,689-15.2% |
| Admin fee / account holder | $162 | $16,644-99.0% | $12,689-98.7% | $13,398-98.8% |