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 | $364,669 | $167,484+117.7% | $151,611+140.5% | $134,475+171.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -22.03% | 7.80%-29.8pp | 3.33%-25.4pp | 417.96%-440.0pp |
| Employer contribution / active EE | $16,730 | $6,829+145.0% | $6,166+171.3% | $4,740+253.0% |
| Participant deferral / active EE | $24,833 | $8,986+176.4% | $8,363+196.9% | $6,400+288.0% |
| Admin fee / account holder | $135 | $13,783-99.0% | $11,616-98.8% | $11,426-98.8% |