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 | $0 | $72,071-100.0% | $68,368-100.0% | $137,256-100.0% |
| Participation rate | 0.0% | 76.2%-76.2pp | 73.8%-73.8pp | 80.0%-80.0pp |
| Annual return | 4.57% | 353.14%-348.6pp | 292.57%-288.0pp | 220.34%-215.8pp |
| Employer contribution / active EE | $15,000 | $2,788+438.0% | $2,649+466.3% | $4,156+260.9% |
| Participant deferral / active EE | $30,000 | $4,410+580.3% | $4,123+627.7% | $6,407+368.3% |
| Admin fee / account holder | $0 | $5,336-100.0% | $5,150-100.0% | $12,270-100.0% |