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 | $37,230 | $109,904-66.1% | $97,167-61.7% | $145,959-74.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | -26.83% | 243.43%-270.3pp | 75.27%-102.1pp | 561.95%-588.8pp |
| Employer contribution / active EE | $2,578 | $3,084-16.4% | $2,729-5.5% | $4,661-44.7% |
| Participant deferral / active EE | $6,079 | $4,676+30.0% | $4,264+42.6% | $6,689-9.1% |
| Admin fee / account holder | $0 | $6,216-100.0% | $5,650-100.0% | $13,398-100.0% |