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 | $345,644 | $209,411+65.1% | $178,490+93.6% | $158,922+117.5% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 5.41% | 188.75%-183.3pp | 151.07%-145.7pp | 302.83%-297.4pp |
| Employer contribution / active EE | $19,488 | $5,706+241.5% | $5,011+288.9% | $4,761+309.3% |
| Participant deferral / active EE | $13,075 | $5,954+119.6% | $5,202+151.4% | $5,982+118.6% |
| Admin fee / account holder | $0 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |