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 | $283,568 | $160,055+77.2% | $140,016+102.5% | $135,375+109.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -10.09% | 911.38%-921.5pp | 651.12%-661.2pp | 519.73%-529.8pp |
| Employer contribution / active EE | $9,556 | $6,420+48.8% | $5,606+70.5% | $4,779+100.0% |
| Participant deferral / active EE | $6,103 | $7,642-20.1% | $6,927-11.9% | $5,609+8.8% |
| Admin fee / account holder | $123 | $13,328-99.1% | $10,705-98.8% | $10,827-98.9% |