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 | $287,855 | $215,361+33.7% | $171,082+68.3% | $273,961+5.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | -8.04% | 25.14%-33.2pp | 32.56%-40.6pp | 41.45%-49.5pp |
| Employer contribution / active EE | $20,624 | $4,967+315.2% | $4,002+415.3% | $4,869+323.6% |
| Participant deferral / active EE | $3,208 | $5,543-42.1% | $4,797-33.1% | $5,287-39.3% |
| Admin fee / account holder | $151 | $10,846-98.6% | $8,520-98.2% | $10,132-98.5% |