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 | $449,802 | $100,852+346.0% | $90,404+397.5% | $158,922+183.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 4.43% | 1724.20%-1719.8pp | 1293.02%-1288.6pp | 302.83%-298.4pp |
| Employer contribution / active EE | $13,720 | $3,689+272.0% | $3,262+320.6% | $4,761+188.2% |
| Participant deferral / active EE | $6,000 | $4,348+38.0% | $3,963+51.4% | $5,982+0.3% |
| Admin fee / account holder | $0 | $6,501-100.0% | $5,611-100.0% | $11,246-100.0% |