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 | $1,434,301 | $87,166+1545.5% | $76,735+1769.2% | $137,256+945.0% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 4.93% | 26.50%-21.6pp | 29.77%-24.8pp | 220.34%-215.4pp |
| Employer contribution / active EE | $34,435 | $2,904+1085.6% | $2,454+1303.1% | $4,156+728.6% |
| Participant deferral / active EE | $9,710 | $4,726+105.5% | $4,088+137.5% | $6,407+51.6% |
| Admin fee / account holder | $0 | $8,403-100.0% | $7,189-100.0% | $12,270-100.0% |