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 | $78,504 | $92,798-15.4% | $96,707-18.8% | $137,256-42.8% |
| Participation rate | 100.0% | 81.6%+18.4pp | 80.4%+19.6pp | 80.0%+20.0pp |
| Annual return | 4.04% | 31.24%-27.2pp | 34.78%-30.7pp | 220.34%-216.3pp |
| Employer contribution / active EE | $2,681 | $4,147-35.4% | $4,191-36.0% | $4,156-35.5% |
| Participant deferral / active EE | $3,739 | $5,877-36.4% | $5,997-37.6% | $6,407-41.6% |
| Admin fee / account holder | $0 | $7,946-100.0% | $7,503-100.0% | $12,270-100.0% |