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 | $657,290 | $227,553+188.9% | $189,557+246.8% | $167,490+292.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 1.24% | 78.40%-77.2pp | 64.17%-62.9pp | 478.56%-477.3pp |
| Employer contribution / active EE | $2,417 | $5,316-54.5% | $4,412-45.2% | $4,837-50.0% |
| Participant deferral / active EE | $13,650 | $7,002+94.9% | $6,174+121.1% | $6,341+115.3% |
| Admin fee / account holder | $25 | $11,878-99.8% | $9,807-99.7% | $12,309-99.8% |