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 | $367,081 | $158,817+131.1% | $121,196+202.9% | $135,375+171.2% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | -9.52% | -0.64%-8.9pp | 16.93%-26.4pp | 519.73%-529.2pp |
| Employer contribution / active EE | $337 | $5,665-94.1% | $4,022-91.6% | $4,779-92.9% |
| Participant deferral / active EE | $9,000 | $4,005+124.7% | $3,344+169.1% | $5,609+60.5% |
| Admin fee / account holder | $0 | $6,512-100.0% | $5,019-100.0% | $10,827-100.0% |