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 | $297,992 | $165,335+80.2% | $149,696+99.1% | $158,922+87.5% |
| Participation rate | 70.0% | 84.6%-14.6pp | 82.5%-12.5pp | 82.0%-12.0pp |
| Annual return | -2.21% | 348.15%-350.4pp | 276.60%-278.8pp | 302.83%-305.0pp |
| Employer contribution / active EE | $15,000 | $5,103+194.0% | $4,644+223.0% | $4,761+215.1% |
| Participant deferral / active EE | $6,382 | $7,181-11.1% | $6,842-6.7% | $5,982+6.7% |
| Admin fee / account holder | $3 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |