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 5-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 | $14,006 | $149,040-90.6% | $120,225-88.4% | $137,256-89.8% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 9.94% | 605.68%-595.7pp | 439.23%-429.3pp | 220.34%-210.4pp |
| Employer contribution / active EE | $1,640 | $4,350-62.3% | $3,475-52.8% | $4,156-60.5% |
| Participant deferral / active EE | $2,215 | $4,655-52.4% | $3,999-44.6% | $6,407-65.4% |
| Admin fee / account holder | $105 | $6,348-98.3% | $5,696-98.2% | $12,270-99.1% |