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 | $404,396 | $110,094+267.3% | $151,611+166.7% | $68,494+490.4% |
| Participation rate | 83.3% | 84.0%-0.6pp | 87.5%-4.2pp | 67.9%+15.4pp |
| Annual return | -18.90% | -10.12%-8.8pp | 3.33%-22.2pp | -7.84%-11.1pp |
| Employer contribution / active EE | $3,950 | $4,471-11.6% | $6,166-35.9% | $2,596+52.1% |
| Participant deferral / active EE | $12,316 | $6,527+88.7% | $8,363+47.3% | $4,027+205.8% |
| Admin fee / account holder | $48 | $7,719-99.4% | $11,616-99.6% | $5,403-99.1% |