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 | $336,236 | $102,616+227.7% | $81,983+310.1% | $158,922+111.6% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 1.06% | 61.04%-60.0pp | 41.31%-40.2pp | 302.83%-301.8pp |
| Employer contribution / active EE | $962 | $3,240-70.3% | $2,498-61.5% | $4,761-79.8% |
| Participant deferral / active EE | $8,995 | $4,648+93.5% | $3,722+141.7% | $5,982+50.4% |
| Admin fee / account holder | $0 | $8,235-100.0% | $5,664-100.0% | $11,246-100.0% |