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 | $268,163 | $106,543+151.7% | $91,220+194.0% | $134,475+99.4% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -39.64% | 160.60%-200.2pp | 114.01%-153.7pp | 417.96%-457.6pp |
| Employer contribution / active EE | $15,038 | $3,331+351.5% | $2,850+427.6% | $4,740+217.3% |
| Participant deferral / active EE | $13,733 | $4,719+191.0% | $4,234+224.4% | $6,400+114.6% |
| Admin fee / account holder | $68 | $6,231-98.9% | $5,420-98.7% | $11,426-99.4% |