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 | $386,256 | $214,378+80.2% | $200,582+92.6% | $142,382+171.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 10.25% | 46.41%-36.2pp | 42.33%-32.1pp | 217.08%-206.8pp |
| Employer contribution / active EE | $6,314 | $6,841-7.7% | $6,419-1.6% | $4,299+46.9% |
| Participant deferral / active EE | $16,888 | $9,865+71.2% | $9,331+81.0% | $6,507+159.5% |
| Admin fee / account holder | $284 | $17,692-98.4% | $16,305-98.3% | $12,624-97.8% |