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 10-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 | $285,391 | $124,425+129.4% | $112,040+154.7% | $137,256+107.9% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | -2.33% | 24.72%-27.0pp | 24.52%-26.8pp | 220.34%-222.7pp |
| Employer contribution / active EE | $22,157 | $3,411+549.5% | $2,954+650.1% | $4,156+433.1% |
| Participant deferral / active EE | $5,675 | $5,718-0.8% | $5,098+11.3% | $6,407-11.4% |
| Admin fee / account holder | $61 | $15,207-99.6% | $12,098-99.5% | $12,270-99.5% |