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 5-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 | $280,877 | $154,228+82.1% | $145,433+93.1% | $137,256+104.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 8.62% | 74.59%-66.0pp | 66.58%-58.0pp | 220.34%-211.7pp |
| Employer contribution / active EE | $26,658 | $4,804+454.9% | $4,554+485.3% | $4,156+541.4% |
| Participant deferral / active EE | $13,823 | $8,216+68.2% | $7,897+75.0% | $6,407+115.8% |
| Admin fee / account holder | $18 | $14,344-99.9% | $13,129-99.9% | $12,270-99.9% |