See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for 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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $367,149 | $108,919+237.1% | $100,391+265.7% | $145,922+151.6% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 7.34% | 57.88%-50.5pp | 49.20%-41.9pp | 561.29%-553.9pp |
| Employer contribution / active EE | $10,695 | $4,419+142.0% | $3,942+171.3% | $4,660+129.5% |
| Participant deferral / active EE | $13,358 | $8,445+58.2% | $8,082+65.3% | $6,688+99.7% |
| Admin fee / account holder | $7 | $9,689-99.9% | $7,899-99.9% | $13,397-99.9% |