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 | $304,844 | $124,319+145.2% | $111,297+173.9% | $167,490+82.0% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 1.29% | 37.44%-36.1pp | 54.65%-53.4pp | 478.56%-477.3pp |
| Employer contribution / active EE | $12,028 | $3,435+250.1% | $2,731+340.4% | $4,837+148.6% |
| Participant deferral / active EE | $11,351 | $5,180+119.1% | $4,487+152.9% | $6,341+79.0% |
| Admin fee / account holder | $0 | $10,618-100.0% | $7,964-100.0% | $12,309-100.0% |