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 | $226,792 | $178,174+27.3% | $156,181+45.2% | $137,256+65.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 7.99% | 84.19%-76.2pp | 64.87%-56.9pp | 220.34%-212.3pp |
| Employer contribution / active EE | $18,500 | $4,972+272.1% | $4,294+330.8% | $4,156+345.1% |
| Participant deferral / active EE | $20,000 | $6,888+190.4% | $6,132+226.1% | $6,407+212.2% |
| Admin fee / account holder | $0 | $17,404-100.0% | $14,586-100.0% | $12,270-100.0% |