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 | $320,921 | $180,449+77.8% | $154,107+108.2% | $135,375+137.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -14.04% | 888.09%-902.1pp | 735.12%-749.2pp | 519.73%-533.8pp |
| Employer contribution / active EE | $2,266 | $6,035-62.5% | $5,298-57.2% | $4,779-52.6% |
| Participant deferral / active EE | $7,609 | $5,806+31.1% | $5,081+49.8% | $5,609+35.7% |
| Admin fee / account holder | $0 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |