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 | $84,800 | $67,823+25.0% | $52,425+61.8% | $137,256-38.2% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | 0.46% | 219.11%-218.6pp | 302.12%-301.7pp | 220.34%-219.9pp |
| Employer contribution / active EE | $1,897 | $1,163+63.1% | $914+107.5% | $4,156-54.4% |
| Participant deferral / active EE | $6,620 | $2,288+189.4% | $1,790+269.8% | $6,407+3.3% |
| Admin fee / account holder | $0 | $2,844-100.0% | $2,495-100.0% | $12,270-100.0% |