Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 | $319,715 | $111,814+185.9% | $103,374+209.3% | $145,959+119.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 4.99% | 24.77%-19.8pp | 24.89%-19.9pp | 561.95%-557.0pp |
| Employer contribution / active EE | $6,930 | $4,214+64.5% | $3,869+79.1% | $4,661+48.7% |
| Participant deferral / active EE | $10,818 | $5,618+92.6% | $5,058+113.9% | $6,689+61.7% |
| Admin fee / account holder | $0 | $9,754-100.0% | $8,394-100.0% | $13,398-100.0% |