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 | $297,108 | $214,378+38.6% | $200,582+48.1% | $142,382+108.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 8.49% | 46.41%-37.9pp | 42.33%-33.8pp | 217.08%-208.6pp |
| Employer contribution / active EE | $10,444 | $6,841+52.7% | $6,419+62.7% | $4,299+142.9% |
| Participant deferral / active EE | $17,258 | $9,865+74.9% | $9,331+84.9% | $6,507+165.2% |
| Admin fee / account holder | $80 | $17,692-99.5% | $16,305-99.5% | $12,624-99.4% |