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 | $451,724 | $138,044+227.2% | $125,339+260.4% | $134,475+235.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -30.15% | 750.33%-780.5pp | 572.05%-602.2pp | 417.96%-448.1pp |
| Employer contribution / active EE | $5,724 | $5,243+9.2% | $4,814+18.9% | $4,740+20.8% |
| Participant deferral / active EE | $10,283 | $7,799+31.9% | $7,446+38.1% | $6,400+60.7% |
| Admin fee / account holder | $171 | $11,571-98.5% | $10,010-98.3% | $11,426-98.5% |