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 | $352,334 | $111,724+215.4% | $93,606+276.4% | $145,922+141.5% |
| Participation rate | 91.7% | 74.2%+17.5pp | 68.7%+22.9pp | 80.3%+11.4pp |
| Annual return | 6.04% | 202.98%-196.9pp | 133.20%-127.2pp | 561.29%-555.2pp |
| Employer contribution / active EE | $17,600 | $3,090+469.7% | $2,420+627.3% | $4,660+277.7% |
| Participant deferral / active EE | $5,712 | $4,912+16.3% | $4,411+29.5% | $6,688-14.6% |
| Admin fee / account holder | $52 | $10,250-99.5% | $8,285-99.4% | $13,397-99.6% |