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 9-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 | $177,874 | $76,785+131.7% | $56,441+215.1% | $145,959+21.9% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 0.74% | 3000.51%-2999.8pp | 1704.21%-1703.5pp | 561.95%-561.2pp |
| Employer contribution / active EE | $375 | $1,381-72.8% | $1,039-63.9% | $4,661-92.0% |
| Participant deferral / active EE | $1,231 | $2,624-53.1% | $1,953-37.0% | $6,689-81.6% |
| Admin fee / account holder | $0 | $3,334-100.0% | $2,829-100.0% | $13,398-100.0% |