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 6-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 | $102,520 | $88,710+15.6% | $81,783+25.4% | $145,959-29.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 8.78% | 1027.26%-1018.5pp | 775.05%-766.3pp | 561.95%-553.2pp |
| Employer contribution / active EE | $1,582 | $3,083-48.7% | $2,913-45.7% | $4,661-66.1% |
| Participant deferral / active EE | $18,434 | $4,645+296.9% | $4,320+326.7% | $6,689+175.6% |
| Admin fee / account holder | $120 | $8,407-98.6% | $7,380-98.4% | $13,398-99.1% |