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 4-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 | $116,146 | $159,934-27.4% | $147,005-21.0% | $145,959-20.4% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 4.79% | 98.24%-93.4pp | 418.76%-414.0pp | 561.95%-557.2pp |
| Employer contribution / active EE | $15,138 | $5,287+186.3% | $4,934+206.8% | $4,661+224.8% |
| Participant deferral / active EE | $14,750 | $8,427+75.0% | $8,070+82.8% | $6,689+120.5% |
| Admin fee / account holder | $203 | $15,053-98.7% | $13,006-98.4% | $13,398-98.5% |