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 | $52,699 | $92,798-43.2% | $96,707-45.5% | $137,256-61.6% |
| Participation rate | 100.0% | 81.6%+18.4pp | 80.4%+19.6pp | 80.0%+20.0pp |
| Annual return | 1.44% | 31.24%-29.8pp | 34.78%-33.3pp | 220.34%-218.9pp |
| Employer contribution / active EE | $5,309 | $4,147+28.0% | $4,191+26.7% | $4,156+27.7% |
| Participant deferral / active EE | $2,189 | $5,877-62.8% | $5,997-63.5% | $6,407-65.8% |
| Admin fee / account holder | $146 | $7,946-98.2% | $7,503-98.1% | $12,270-98.8% |