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 | $374,266 | $178,174+110.1% | $156,181+139.6% | $137,256+172.7% |
| Participation rate | 77.8% | 82.0%-4.3pp | 78.8%-1.1pp | 80.0%-2.2pp |
| Annual return | 10.08% | 84.19%-74.1pp | 64.87%-54.8pp | 220.34%-210.3pp |
| Employer contribution / active EE | $2,870 | $4,972-42.3% | $4,294-33.2% | $4,156-30.9% |
| Participant deferral / active EE | $4,938 | $6,888-28.3% | $6,132-19.5% | $6,407-22.9% |
| Admin fee / account holder | $0 | $17,404-100.0% | $14,586-100.0% | $12,270-100.0% |