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 3-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 | $90,690 | $124,425-27.1% | $112,040-19.1% | $137,256-33.9% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 6.63% | 24.72%-18.1pp | 24.52%-17.9pp | 220.34%-213.7pp |
| Employer contribution / active EE | $9,189 | $3,411+169.4% | $2,954+211.1% | $4,156+121.1% |
| Participant deferral / active EE | $21,913 | $5,718+283.2% | $5,098+329.9% | $6,407+242.0% |
| Admin fee / account holder | $145 | $15,207-99.0% | $12,098-98.8% | $12,270-98.8% |