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 | $384,751 | $159,602+141.1% | $150,045+156.4% | $142,382+170.2% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.3%-2.3pp | 80.1%-0.1pp |
| Annual return | 11.59% | 70.24%-58.6pp | 62.55%-51.0pp | 217.08%-205.5pp |
| Employer contribution / active EE | $7,741 | $4,961+56.1% | $4,693+64.9% | $4,299+80.1% |
| Participant deferral / active EE | $9,118 | $8,310+9.7% | $7,997+14.0% | $6,507+40.1% |
| Admin fee / account holder | $161 | $14,846-98.9% | $13,435-98.8% | $12,624-98.7% |