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 | $420,528 | $167,484+151.1% | $151,611+177.4% | $134,475+212.7% |
| Participation rate | 83.3% | 88.4%-5.0pp | 87.5%-4.2pp | 81.2%+2.1pp |
| Annual return | -22.32% | 7.80%-30.1pp | 3.33%-25.7pp | 417.96%-440.3pp |
| Employer contribution / active EE | $4,129 | $6,829-39.5% | $6,166-33.0% | $4,740-12.9% |
| Participant deferral / active EE | $7,805 | $8,986-13.1% | $8,363-6.7% | $6,400+22.0% |
| Admin fee / account holder | $6 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |