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 | $304,511 | $171,865+77.2% | $149,718+103.4% | $147,584+106.3% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 6.96% | 2113.22%-2106.3pp | 1501.63%-1494.7pp | 578.55%-571.6pp |
| Employer contribution / active EE | $37,188 | $6,275+492.6% | $5,445+583.0% | $4,876+662.6% |
| Participant deferral / active EE | $16,500 | $7,271+126.9% | $6,569+151.2% | $5,439+203.4% |
| Admin fee / account holder | $63 | $13,799-99.5% | $11,283-99.4% | $10,885-99.4% |