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 9-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 | $708,866 | $202,318+250.4% | $172,739+310.4% | $152,861+363.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | -0.29% | 1029.65%-1029.9pp | 802.84%-803.1pp | 345.32%-345.6pp |
| Employer contribution / active EE | $23,355 | $5,856+298.8% | $5,143+354.1% | $4,762+390.4% |
| Participant deferral / active EE | $13,383 | $5,948+125.0% | $5,198+157.5% | $5,850+128.8% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |