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 | $429,373 | $202,318+112.2% | $172,739+148.6% | $152,861+180.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 6.92% | 1029.65%-1022.7pp | 802.84%-795.9pp | 345.32%-338.4pp |
| Employer contribution / active EE | $15,072 | $5,856+157.4% | $5,143+193.1% | $4,762+216.5% |
| Participant deferral / active EE | $9,200 | $5,948+54.7% | $5,198+77.0% | $5,850+57.3% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |