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 | $414,971 | $165,335+151.0% | $149,696+177.2% | $158,922+161.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 6.33% | 348.15%-341.8pp | 276.60%-270.3pp | 302.83%-296.5pp |
| Employer contribution / active EE | $3,362 | $5,103-34.1% | $4,644-27.6% | $4,761-29.4% |
| Participant deferral / active EE | $7,273 | $7,181+1.3% | $6,842+6.3% | $5,982+21.6% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |