Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 6-year trajectory for $4.99 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 | $304,609 | $159,934+90.5% | $147,005+107.2% | $145,959+108.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 4.20% | 98.24%-94.0pp | 418.76%-414.6pp | 561.95%-557.8pp |
| Employer contribution / active EE | $5,250 | $5,287-0.7% | $4,934+6.4% | $4,661+12.6% |
| Participant deferral / active EE | $15,250 | $8,427+81.0% | $8,070+89.0% | $6,689+128.0% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,398-100.0% |