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 8-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 | $429,998 | $106,584+303.4% | $101,326+324.4% | $142,382+202.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | -5.84% | 36.93%-42.8pp | 36.82%-42.7pp | 217.08%-222.9pp |
| Employer contribution / active EE | $4,252 | $3,956+7.5% | $3,665+16.0% | $4,299-1.1% |
| Participant deferral / active EE | $32,875 | $8,297+296.2% | $7,994+311.2% | $6,507+405.2% |
| Admin fee / account holder | $7 | $11,446-99.9% | $11,185-99.9% | $12,624-99.9% |